How to Download Citizens Financial Group Bank Statement PDF to Excel or CSV

If you’re looking for a way to convert your Citizens Financial Group Bank statement into an Excel or CSV file, this guide is for you. We’re going to show you how to use an online tool to take your PDF bank statement and turn it into a format that’s easier to work with.

This can help you keep an eye on your spending, get a handle on your finances, and keep your budget on track. 

Download the Citizens Financial Group Bank Statement

Option 1: Use Internet Banking to Download Your Statement

Here’s what you need to do:

1. Log in to your online banking account using your preferred browser. 
2. Go to the “Accounts” menu and select the “Statement” option.
3. Under the section that appears, select “Electronic Only Statement Delivery.”
4. Carefully read and agree to the Electronic Disclosure Policy.
5. Select a statement period, then click the “Print” option at the top.
6. To save your statement, right-click on it and choose the option to download it as a PDF.

Note: you can access statements from the past eighteen months anytime via the “Document Center” button in your online banking. 

Option 2: Use the Citizens Financial Group bank app to download your statement

You can easily download your Citizens Bank statement using their mobile app. Here’s how:

1. Open the Citizens Bank app on your device.
2. Sign in using your user ID and password.
3. Once logged in, look for three horizontally stacked lines in the top left corner of your screen and tap on them.
4. A menu will appear on the left side. From there, choose “Document Center”.
5. You’ll find three options: statements, check images, and tax forms. Select “Statements”
6. Tap on the account number for which you want to see the statements. 
7. You will then see a list of available statements organized by time frame.
8. Select the month you want to view and download the statement in PDF format.

Convert Citizens Financial Group Bank Statement PDF to Excel

To change your Citizens Financial PDF statement into an Excel spreadsheet, you have two options. You can do it manually, like by copying and pasting, or you can use conversion software like Convert My Bank Statement.

Doing it manually can take a lot of time, and you might not get precise results. Using software can make the conversion quicker and more reliable. 

Conclusion

Now you know how to change your Citizens Financial Group Bank statement into an Excel file using an online tool like Convert My Bank Statement. You can use these Excel documents for either personal or business needs.

If you need to convert additional statements or documents into Excel, just repeat the process. This way, you can plan your budget, monitor your expenses, work with data that’s up to date, and save time.