How to Convert Citi Credit Card Statements to Excel

Citi does not offer a CSV or Excel export for credit card statements. Unlike some issuers that provide limited transaction downloads, Citi credit card accounts are PDF-only — meaning the only way to get your transactions into a spreadsheet is to either type them manually or convert the PDF automatically.

If you have a Citi statement and need it in Excel, here's the fastest, most accurate way to do it. For a full overview of how PDF conversion works across all issuers, see our credit card statement to Excel guide.

Does Citi Let You Download Statements as CSV or Excel?

No. Citi does not provide a CSV or Excel export option for credit card accounts. Citi's online banking portal gives you PDF statements only. While Citi does offer some transaction download options for bank accounts (checking/savings), credit card accounts are restricted to PDF format. This affects all Citi credit cards — Double Cash, Custom Cash, Premier, Rewards+, Diamond Preferred, Costco Anywhere Visa, and all Citi business cards.

This is a common point of frustration for bookkeepers and accountants who need to reconcile Citi charges in QuickBooks, Xero, or a spreadsheet. Without a native export, your options are:

1. Manual entry — copy each transaction from the PDF one by one (time-consuming and error-prone)
2. PDF conversion tool — upload the PDF and let AI extract the data automatically (seconds, not hours)

Option 2 is what this guide covers.

How Do I Convert My Citi Statement to Excel?

Converting a Citi statement to Excel takes about 30 seconds. Download your PDF from Citi's portal, upload it to CreditCardToExcel, and download the resulting spreadsheet. The AI handles Citi's multi-section statement format automatically — no manual cleanup required.

Why Are Citi Credit Card Statements Hard to Convert Manually?

Citi credit card PDFs are structured differently from a simple transaction list. They are harder to extract manually because the PDF contains multiple distinct sections that must be parsed separately, and the text layer is formatted in a way that breaks apart when copied.

Here's what makes Citi statements particularly tricky:

• Multi-section layout — a single Citi statement typically includes a purchase summary section, a detailed transaction listing, a rewards summary, and a separate section for balance transfers or cash advances. Copying from one section often loses the structure needed for a clean spreadsheet.
• Text extraction issues — when you select text in a Citi PDF and paste it into Excel, the column alignment breaks. Amounts end up in the wrong columns, merchant names get concatenated with dates, and the result requires significant manual cleanup.
• Rewards data mixed in — Citi statements include ThankYou Points summaries or cashback amounts interspersed with transaction data. Manual extraction requires sorting out which rows are transactions and which are rewards entries.
• Multiple card members — Citi business accounts and some personal accounts include supplementary authorized users, with transactions grouped by card member rather than chronologically.

A purpose-built converter handles all of these by reading the PDF's underlying structure rather than copying visible text.

Which Citi Cards Are Supported?

CreditCardToExcel works with statement PDFs from all Citi personal and business credit cards. All Citi credit card types use the same core statement layout, so accuracy is consistent regardless of which card you have.

Personal cards:

Business cards:

• Citi Business Credit Card
• Citi ThankYou Preferred for Business
• Costco Anywhere Visa Business Card by Citi
• All other Citi business card products

If you're not sure whether your card is supported, try a free conversion — the first 3 are always free with no signup required.

How Do I Download My Citi Credit Card Statement as PDF?

To download a Citi credit card statement, log into online.citi.com, select your credit card account, click the "Statements" tab, choose your billing period, and download the PDF. Statements are available for multiple years through the online portal.

Here's the step-by-step:

1. Go to online.citi.com and sign in
2. On the account summary page, click on your credit card account
3. In the account navigation, click "Statements" (you may see "Statements & Documents")
4. A list of available statement periods appears — select the month you need
5. Click the PDF download icon or "View Statement" followed by the download button
6. Save the file to your computer

If you have multiple Citi credit card accounts, make sure you navigate to the correct one before clicking Statements — each account maintains its own statement archive.

What to Do After Converting Your Citi Statement

Once your Citi transactions are in Excel, here are the most common next steps:

Import into QuickBooks or Xero

The CSV output from CreditCardToExcel works directly with accounting software:

• QuickBooks Online — Transactions > Import transactions > Upload CSV
• QuickBooks Desktop — File > Utilities > Import > Excel files
• Xero — Bank Accounts > Import a Statement

For a full walkthrough, see our guide to importing credit card statements into QuickBooks.

Categorize Expenses for Tax Filing

CreditCardToExcel automatically assigns expense categories to each transaction (Meals, Travel, Software, Office Supplies, etc.). This is especially useful for Citi business cards where you need to separate deductible business expenses before filing. See our guide to categorizing credit card expenses for taxes.

Consolidate Multiple Months

If you're doing quarterly or annual reconciliation, convert each month's Citi statement separately and then combine the sheets in Excel. Pro and Business plans let you batch-upload multiple PDFs at once to speed this up.

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