How to Convert Citibank Statement PDF to Excel (.CSV)

How to Convert Citibank Statement PDF to Excel (.CSV)

To anyone interested in learning how to convert your CitiBank bank statement from PDF to Excel file, this article is where you want to be. 

How to download PDF bank statements from Citibank

There are two ways from which you can download your bank statement. 
1. Using the internet to download your bank statement
2. Using the Citibank app to download your bank statement

Method 1. Using the Internet to download your bank statement

The steps are as follows:

  1. Visit the Citibank page and log in using your user ID and password.
  2. Click on "View Account Summary" on the left side of the home page.
  3. Choose the account you want to view, like your savings account.
  4. Scroll down, provide the required details, choose the file format (e.g., PDF), and click OK to download your statement.

Method 2. Use the Citibank app to download your statement 

Download your bank statement using the mobile app.

The steps are as follows:

  1. Open the Citi Mobile App and log in.
  2. Choose Account Summary on your home screen.
  3. Select the specific account (e.g., savings account) to view your statement.
  4. Scroll down to see credit and debit transactions.
  5. Use Filter Transactions to set your desired time range.
  6. Provide necessary details (date range, transaction type, amount range) and click Apply to view and download your statements.

Time to Convert your PDF Statement to Excel or CSV

You can convert your American Express bank statement to Excel using various methods. This can be done manually, although it takes more time or you may use an online converter for it.

Use Convert My Bank Statement to convert your PDFs into Excel files

Convert My Bank Statement, or CMBS, offers a budget-friendly freemium plan. You can convert 2 pages every 24 hours without spending a dime. If your needs exceed that, you can sign up to receive 10 free pages per month.

For more extensive use, consider subscribing to enjoy over 4500 pages.
Here are the steps:

  1. Step 1: Get an account on Convert My Bank Statement
  2. Step 2: Go over to their home page and click on “Click Here to Convert A PDF
  3. Step 3: upload your document and click on the “convert” button.
  4. Step 4: The website will then show you a preview of the Excel sheet, click on Download on the top-right corner and you shall have your Excel sheet.

Conclusion

Turning your Citibank bank statement into an Excel file is a clever choice for improved financial management. Whether you get it from the website or app, tools like 'Convert My Bank Statement' make the conversion process easy.

With just a few clicks, you can effortlessly convert your statements into Excel, simplifying financial tracking and analysis.