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How to Convert Citi Credit Card Statements
Upload Your Citi Credit Card Statement
Drag and drop your credit card statement PDF (e.g., Costco Anywhere Visa Card) into the upload zone.
Automatic Processing & Categorization
Our dual-engine system (AI + deterministic rules) extracts your credit card transactions, then applies bank-specific validation to categorize purchases, payments, fees, and interest charges accurately.
Download as CSV, Excel, QBO or Xero
Get production-ready CSV, Excel, QBO, or Xero files with categorized transactions, compatible with QuickBooks, FreshBooks, Xero. No manual cleanup needed.
Citi Credit Cards & Statement Challenges
Credit card formats we've seen and verified for accuracy.
Synthetic example of a Citi credit card statement
Costco Anywhere Visa Card
Credit cardCommon pain points with this format:
Currency Symbols Breaking Numeric Parsing
Citi statements embed currency symbols (e.g., "$1,234.56") directly in amount cells, which breaks numeric parsing in Excel and most CSV importers. We strip these symbols so amounts import as clean numbers.
Currency Symbols Breaking Numeric Parsing
Citi statements embed currency symbols (e.g., "$1,234.56") directly in amount cells, which breaks numeric parsing in Excel and most CSV importers. We strip these symbols so amounts import as clean numbers.
Missing Year in Dates
Citibank statements omit the year from transaction dates (e.g., "03/15" instead of "03/15/2025"), which makes it impossible to sort or reconcile without guessing. We infer the correct year from the statement period and surrounding context.
Multiple Dates per Transaction
Citibank N.A. statements show multiple dates per transaction (transaction date, posting date, value date), and it is not always obvious which one to use for bookkeeping. We consistently extract the posting date so your records match your bank balance.
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Convert Citi Statements
Frequently Asked Questions
Other US Banks We Verified for Accuracy
Why Choose Bankstatemently?
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Bankstatemently is not affiliated with, endorsed by, or connected to Citibank, N.A.. All trademarks belong to their respective owners.