Drop your Citi statement PDF and download a clean .csv file in under 30 seconds. Runs entirely in your browser — your statement never leaves your device.
CSV (Comma-Separated Values) is the lowest-common-denominator export — Excel, Google Sheets, Numbers, QuickBooks, Xero, Wave, FreshBooks, Sage, and every Python/R pipeline reads it natively. Our CSV ships in the Date / Description / Amount / Balance schema that QuickBooks and Xero auto-detect.
Citi's own download options (PDF, CSV, QFX, OFX) cover the basics but don't always include CSV. Citi statements often combine several sub-accounts (checking, savings, linked credit card) on a single PDF. The converter splits each transaction stream into rows tagged with the correct sub-account so they're easy to filter in a pivot table.
Sign in to Citi Online and open the account.
Click 'Statements' from the account menu.
Download the PDF for the month you need.
Drop the PDF into convertbank and choose CSV (.csv) as the export format. Download the file — it's ready to import into QuickBooks.
Bookkeeping, reconciliation, pivot tables, custom analysis, archival.