How to export Citi transactions to Excel or CSV

Citi covers both Citibank deposit accounts and Citi credit cards, and the export lives in a slightly different place than at other banks. Here is how to get your transactions out — and what to do for the statements you can no longer download.

Export from Account Activity

• 1. Sign in at citi.com (or the Citi mobile app).
• 2. Open the account and go to its activity / transactions view.
• 3. Look for the download/export control (often an icon or a "Download" link near the transactions).
• 4. Choose CSV, Excel, or Quicken, set the date range, and download.

A Citi quirk: a single statement PDF can present checking and savings (or multiple sub-accounts) in separate sections. When you convert a PDF, each section needs to be parsed on its own and merged — otherwise rows get mixed or dropped at the section boundary.

Older or PDF-only statements

Past the online download window, or for a closed account, convert the PDF. bankpdf's Citi handling parses each account section separately and merges them into one clean file, then reconciles against the declared balance to catch missing transactions.

Make it usable

Add categories and a consistent layout by converting through bankpdf — 15 automatic categories, saved per-merchant rules, and export to CSV/Excel, QuickBooks, Xero, or OFX.

If all you have is the PDF, the Citi converter page handles it end to end, like Chase, Bank of America and Wells Fargo.