Home › Guides

Convert a Citi statement PDF to Excel or CSV

Monthly Citi statements usually arrive as PDFs. That is fine for reading, but useless when you need the transactions in a spreadsheet, a budget, or your bookkeeping software. StatementLocal turns a text-based Citi credit card or bank statement PDF into a CSV or Excel file directly in your browser, without uploading the statement anywhere.

To be clear about what to expect: StatementLocal is a general statement parser, not a Citi-specific integration, and it is not affiliated with Citi. It reads the text positions in the PDF, finds the transaction table (date, description, amounts and, if printed, the running balance) and rebuilds it row by row. It works with most text-based PDF statements, and every conversion ends with a balance check so you can see whether the result reconciles before you rely on it.

Try it on your own statement. Free: 1 file per day, CSV & Excel export, nothing uploaded.

Open the free converter

How to do it

  1. Download the PDF statement from your online banking (Statements or Documents section). It must be a text-based PDF, not a scan.
  2. Open the converter and drop the PDF onto it, or click to choose the file. It is read locally in your browser.
  3. Review the editable preview. Rows that don't reconcile with the running balance are highlighted; click any cell to fix it.
  4. Export CSV or Excel (.xlsx) and save it to your device.

What columns you get

Every export, CSV or Excel, has the same columns, so your templates and import mappings keep working from month to month:

ColumnWhat it contains
DateTransaction date (YYYY-MM-DD in CSV, a real date cell in Excel). The year is inferred from the statement period, including December–January rollovers.
DescriptionThe transaction text, with multi-line descriptions joined into one cell.
AmountOne signed number: money in positive, money out negative.
Debit / CreditThe same amount split into money-out and money-in columns.
BalanceThe running balance, when the statement prints one.
Source FileWhich PDF the row came from, useful when merging several statements.
CheckOK when the row reconciles with the running balance, or a MISMATCH note to review.

Tips for a clean result

Private by design

The PDF is opened by JavaScript inside your browser tab and never uploaded. No AI is involved: parsing is deterministic, so the same PDF always gives the same result. Scanned (image-only) PDFs aren't supported yet. Read more in the privacy guide or the Privacy Policy.

Pricing: the free plan converts 1 file per day. Pro ($9/month or $59/year) and the one-time 30-Day Pass ($19) unlock unlimited files and batch merging. See plans.

Try it on your own statement. Free: 1 file per day, CSV & Excel export, nothing uploaded.

Convert a statement now

FAQ

Is StatementLocal made by or affiliated with Citi?

No. StatementLocal is an independent tool. It does not connect to your Citi account or ask for your login; it only reads a PDF statement you have already downloaded, and it does so inside your browser.

Will my Citi statement convert correctly?

Most text-based PDF statements convert cleanly, but layouts vary and change over time, so we don't promise any specific bank. Use the free daily conversion on your own statement first: if the balance check says every row reconciles, the extraction matches what the statement prints.

Can I convert a scanned or photographed Citi statement?

Not yet. The converter needs a PDF with selectable text, like the ones downloaded from online banking. If you can't highlight text in your PDF viewer, it is an image and StatementLocal will tell you it can't read it.

Is my Citi statement uploaded to a server?

No. The PDF is opened and parsed by JavaScript in your browser tab. You can load the page, switch off Wi-Fi, and the conversion still works.

Related guides