Convert statements to excel.
Citibank Statement Converter
Statements can be requested through the Citibank app or via the Net Banking website.
You can convert your Citibank PDF statements to excel on this page. These are some of the more frequently processed layouts for Citibank.
See the following guide for how to download your PDF statements.
Once you have your statements you may need to remove any password protection for our software to process it.
Choose “Tools” > “Protect” > “Encrypt” > “Remove Security.”
Remove Security: The options vary depending on the type of password security attached to the document. If the document has a Document Open password, click “OK” to remove it from the document.
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Citibank statements can contain all of the transactions for a given period for multiple accounts that the customer holds with the bank.
Citibank statements do not include the year in the date column of the transactions table, this needs to be manually added to be able to import the bank statement's transactions in accounting software like Xero, MYOB and Quickbooks.
Section 286 of the Corporations Act requires financial records to be kept for at least seven years after the transactions covered by the records are complete.
As a result Australian Banks and Credit Unions provide 7 years of bank statements for download as PDF but only 2 years of data through Open Banking.
Need Help?
Getting Citibank statements into excel is a common task. For any questions please reach out.