Convert your Citi statement to Excel, QBO & Xero
Credit card statements convert to a reconciled Excel file, QuickBooks CSV, or Xero CSV in about a minute: free, no signup, no watermark.
Convert a statement
Tap to upload a statement or a photo of oneDrag & drop a statement, or click to browse
PDF, JPG, or PNG, up to 25MB
What we extract from a Citi statement
Citi is another credit-card-only entry in our template library (there's no Citi checking layout here, just card statements), so the template is built around the sections a Citi card statement actually uses: purchases, payments, fees, interest, and balance transfers.
That last one is the part worth calling out. Balance transfers show up on a Citi statement as their own line items, separate from ordinary purchases, and a naive parser can either miss them or count the same dollar amount twice: once as a transfer in and once as a purchase. Our Citi template classifies balance-transfer line items as what they are, so they land in your export correctly rather than inflating your totals.
Because transfers are not double-counted, the total we compare with Citi's printed new balance is the real one, and any gap shows to the cent before export.
How far back Citi statements go online
Citi keeps the last 12 months of card statements available online, and you can request PDFs of older statements from Citi at no additional cost.
Downloaded or requested, Citi statement PDFs convert like any other: purchases, payments, fees, interest, and balance transfers each land on their own rows.
Checked October 3, 2026 on Citi's own pages: Citi: paperless statements.
Exports and retention
Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV, free up to 3 pages a day with no signup and no watermark. Scans, photos, and password-protected PDFs work, and your file is deleted the moment parsing completes: see our security page, or a sample export.
Citi statement conversion: FAQ
How does the conversion handle a Citi balance transfer on my statement?
Balance-transfer line items on a Citi statement are classified correctly rather than being counted as an ordinary purchase, so they aren't double-counted in your export or in the reconciliation total.
Are Citi fee and interest charges captured separately?
Yes. Fees, interest, purchases, payments, and balance transfers are all read as their own line items from a Citi statement.
Can I upload a scanned Citi statement instead of a digital PDF?
Yes. Scanned PDFs and photos of Citi statements are OCR'd automatically as part of the conversion.
Does converting a Citi statement to Excel or QuickBooks cost anything?
No. Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV are all free, with no signup and no watermark on the free tier.
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Other card statements we convert
See all supported banks →Statement Balance is an independent tool and is not affiliated with, endorsed by, or sponsored by Citi. Citi and its logo are trademarks of their respective owners.
Last updated July 22, 2026.