Citi Statement to Excel – Free Converter

Citi statements list transactions with both a transaction date and a posting date. The parser reads the posting date as the row date and merges multi-line entries so each purchase appears exactly once. Citi's 'Payments and Other Credits' section and its balance-transfer rows are handled as credits, matching how your statement groups them.

Convert Citi statement to Excel — how it works

1. Select your card: the tool below opens with Citi pre-selected (or use this direct link).
2. Upload the PDF: drag & drop your statement — multi-page and multi-file batch uploads are supported.
3. Review & download: check the extracted transactions, then download Excel (XLSX) or CSV. A Summary sheet shows total debits, total credits and transaction count.

What the export contains

• Date — normalized from Month-first dates (MM/DD/YYYY).
• Description — merchant/transaction text, cleaned of internal codes.
• Debit — purchases, fees, interest, cash advances, EMIs.
• Credit — payments, refunds, rewards, statement credits.
• No account numbers, no balances, no personal data — accounting-ready by design.

Supported Citi cards & statement types

Double Cash, Costco Anywhere, Premier, Prestige, Custom Cash, Rewards+, Simplicity, Diamond Preferred, AAdvantage cards, ThankYou portfolio.

Personal and business statements, current and legacy layouts, and multi-page PDFs are all handled. For scanned (image) PDFs, run OCR first (Adobe Acrobat or Google Drive do it free), then upload the OCR'd file.

Frequently Asked Questions