Convert Citi statements to Excel
Upload a Citi credit card statement PDF and download an Excel workbook with a Transactions sheet (date, description, debit, credit, amount, balance) and a Summary sheet with the balance check.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
How Statemio reads Citi statements
Citi card statements are read section by section (payments, purchases, fees, interest) and reconciled to the new balance.
Statemio has a layout-specific reader for Citi credit card statements. We regression-test it on synthetic statements modelled on the bank's published layout. Banks change their layouts, so we never assume it worked: the balance check tells you on every file.
The balance check
Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.
Citi statement to Excel: step by step
- Convert the PDF and check the balance badge.
- Click Excel .xlsx.
- Open the file in Excel, Google Sheets or Numbers. Amounts are real numbers, not text.
Excel and CSV are free. Other formats are included with a page pack or plan. See pricing.