Citi bank statements to Excel, CSV or QuickBooks

How it works

1. 1Upload the statement PDF, digital or scanned, from any bank.
2. 2Arkrel totals every row against the opening and closing balance printed on the statement, including each running balance where printed.
3. 3Download QuickBooks CSV, Xero CSV, OFX, Excel, CSV or JSON, with any reconciliation mismatch shown. The results identify the affected transaction numbers when running-balance checks locate them.

What Citi documents about downloads

• CitiBusiness Online's own FAQ documents downloading account information as a Web Connect file (.QBO or .QFX) directly into QuickBooks or Quicken, or as a plain .QIF or .CSV file.

  https://businessaccess.citibank.citigroup.com/cbusol/faq/faq.action

That's documented for CitiBusiness Online specifically; Citi's personal (consumer) online banking export options aren't confirmed here, so check the download option inside your own Citi account.

Checked 2026-09-28.

When to convert the PDF instead

For a personal Citi account, for Citi activity outside whatever your account's own download option currently reaches, or for years of statements you're catching up on for a client, the PDF statement is what you're actually working from.

QuickBooks Online can extract some PDF and image bank statements directly, and Xero can import a PDF bank statement for eligible US and Canadian organizations, excluding Xero Ledger. Choose an import route for your Citi statements based on the files and account history you need to add. If you choose Arkrel, you can prepare years of older Citi statements, a mix of scanned and digital files, several statements at once, or any PDF whose rows you want totaled against its own printed balances before it goes into your books.

Statement arithmetic before you download

Arkrel doesn't need a Citi template. It totals every row against the opening and closing balance printed on the statement. Where a running balance is printed, it also reconciles each extracted row with the preceding row. The results show any mismatch in our reading. The results identify the affected transaction numbers when running-balance checks locate them.