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Convert Citi statement to Google Sheets

To convert a Citi statement to Google Sheets, download the PDF from Citi, drop it into the converter below, and click CSV. LedgerClip rebuilds every transaction on your device — nothing is uploaded — and checks the totals reconcile before you save a Google Sheets-ready CSV that imports straight into a Google Sheet.

Citistatement · PDFOn your device0 bytes uploadedGoogle SheetsCSV file
Citi statement → read on your device → CSV file ready for Google Sheets. Nothing is uploaded.

Drop your Citi statement here

or choose a file — PDF, scan, or photo

Exports to CSV, Excel, QuickBooks, Xero, Wave, OFX and QIF
On your device

Statements are read here in your browser. Nothing is sent to a server.

0bytes uploaded

QuickBooks file details

QuickBooks only accepts .qbo files that name a supported bank. Pick yours, or keep the default, which QuickBooks accepts for any account.

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Statement format

Confirmed — Citi's downloaded statements are text PDFs that parse directly.

QuickBooks institution ID

Uses a QuickBooks-accepted default ID that works for any account.

Also exports

CSV, Excel, QuickBooks, Xero, Wave

How do I convert a Citi statement to Google Sheets?

  1. Download the Citi statement PDF. Go to Statements & Documents, pick the account and statement date, then Download as PDF.
  2. Convert it on your device. Drop the PDF into the converter on this page. LedgerClip rebuilds the transactions in your browser — nothing is uploaded — checks the totals reconcile, then lets you save a Google Sheets-ready CSV.
  3. Import into Google Sheets. In Google Sheets, open File then Import. Choose Upload, select the CSV, and pick “Insert new sheet” (or Replace spreadsheet). Leave the separator on Detect automatically and click Import data.

Where do I download my Citi statement?

Go to Statements & Documents, pick the account and statement date, then Download as PDF. Citi statements downloaded this way are text PDFs and parse directly. A scan or photo also works, read on your device with OCR. See Citi's official statement help.

How do I import the Google Sheets file into Google Sheets?

  1. In Google Sheets, open File then Import.
  2. Choose Upload, select the CSV, and pick “Insert new sheet” (or Replace spreadsheet).
  3. Leave the separator on Detect automatically and click Import data.

Google Sheets keeps the amount column numeric on import, so SUM, filters and pivot tables work right away — and because the CSV is read on your device first, your statement never passes through Google to get there.

What's in the Google Sheets file?

Each transaction becomes one row with the posting date, the description exactly as Citi printed it, the amount with the right sign, and the running balance when the statement prints one. The opening and closing balances are checked against the total, so an incomplete extraction is caught before you import.

Is my Citi statement uploaded anywhere?

No. The PDF is opened by code running in your browser and never leaves your device — the byte counter on the converter above stays at zero the whole time. There is no account and no sign-up to convert.

Frequently asked questions

Does the Citi statement have to be a downloaded PDF, or can I use a scan or photo?
Both work. A statement downloaded from Citi online banking is read from its text and is the most reliable. A scan or a phone photo is read on your device with OCR and checked so the totals reconcile.
Is my Citi statement uploaded?
No. The file is opened by code running in your browser and never transmitted. The byte counter on the page shows zero throughout.
What does the Google Sheets file contain?
Date, description, signed amount (deposits positive, withdrawals negative) and the running balance when the statement prints one.
How many statements are free?
Three a month, with every export format. Pro removes the limit.

Convert another bank

LedgerClip reads 24 banks — also convert U.S. Bank, Capital One, PNC to Google Sheets, or see every supported bank and card. Also have the Citi credit card? Convert the Citi credit card statement.

Also available for Citi: CSV, Excel, QuickBooks, Xero, Wave. If your Citi statement does not parse, report it and the layout is added within days. Updated .