Upload Citi statement PDFs, the twelve months Citi Online hands you instantly or the older months you request, and export the transactions as OFX for your books or as CSV and Excel for analysis. Every row is shown for checking before you buy a plan.
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A Citibank PDF statement converts to OFX in three steps: download it under Statements in Citi Online, upload it here, and export OFX, CSV or Excel. Citi makes the past 12 months available at once and keeps statements reachable online for up to seven years, but older months must be requested first and take a couple of days to arrive.
Citi splits its archive in two. Recent statements sit ready to download. Anything older lives behind an Older Statements request form where you pick the year and month, submit, and come back later. Citi's own guide says requests can take 48 to 72 hours, and a fulfilled statement stays downloadable for only seven days.
For a bookkeeper rebuilding two or three years, that means planning. Request every month you need in one sitting, put a reminder on the calendar for three days out, save all the ready files in one pass, then run them through the converter together. Miss the seven-day window and the request starts over.
From Citi's paperless statements page and its Requesting previous statements guide.
| What you need | What Citi says |
|---|---|
| Past 12 months | View and download immediately |
| Up to 7 years back | Still accessible online |
| Months not listed as recent | Request under Older Statements, 48 to 72 hours |
| A fulfilled request | Available to download for 7 days |
| Statements before you registered for Citi Online | Not in Recent Statements; request them as older |
| Job | Export | Where it goes |
|---|---|---|
| Prior-year catch-up for a small business client | OFX | Xero bank statement import, NetSuite, Sage Intacct |
| QuickBooks Online history before the bank feed | CSV or OFX | Banking, Upload transactions |
| Personal finance backfill | OFX, or CSV for Quicken | Moneydance, GnuCash, Microsoft Money, Quicken CSV import |
| Bank statement loan or rental application | Excel | Deposit averages, NSF counts, large-deposit review |
| Divorce, estate or audit support | Excel and CSV | One sortable sheet across every account and year |
The export list is OFX, CSV, Excel and JSON. There is no QFX or QBO, because those formats only import when they carry an ID issued by the bank itself. Quicken users take the CSV route described on the Quicken bank statement converter page; Xero users can follow the Xero bank statement converter steps with the OFX.
The output is OFX version 102 in SGML, the dialect older desktop programs and current cloud ledgers both read. Each statement line becomes a transaction with a posting date, a signed amount and a type. Checks are typed CHECK and carry their number. The payee field holds the first 32 characters of the description, the limit set by the OFX standard, while the memo keeps the full wording.
Every transaction also gets a FITID built from its date, amount, description and position on the statement. Because the ID comes out the same each time, importing a corrected file over an earlier one does not create duplicates. The closing balance goes in only when the Citi statement prints it.
<STMTTRN> <TRNTYPE>DEBIT <DTPOSTED>20260304 <TRNAMT>-182.40 <FITID>3f9c1e... <NAME>ONLINE PAYMENT CON EDISON <MEMO>ONLINE PAYMENT CON EDISON ACCT ENDING 4471 </STMTTRN> <STMTTRN> <TRNTYPE>CHECK <DTPOSTED>20260309 <TRNAMT>-1250.00 <FITID>a07d52... <CHECKNUM>1042 <NAME>CHECK 1042 </STMTTRN>
Illustrative sample with made-up values.
Download recent statements from Statements in Citi Online. Request older months in one batch and save them within seven days of their arrival.
Add every PDF at once. Compare the extracted totals with the balance summary Citi prints; the table makes a missing page obvious.
OFX for ledgers that import it, CSV for QuickBooks Online and Quicken, Excel for underwriting and legal review.
The demo covers 15 pages at up to 5 per file, with OFX and CSV output marked by a watermark, so you can test an import before paying.
$49 per month or $294 per year buys 3,000 pages monthly. Individual statements can run to 25 pages, which covers nearly all personal Citi accounts.
$149 per month or $894 per year buys 12,000 pages, removes the page cap per statement and adds 50-file batches, custom templates and the API.
A whole client folder at once? See the bulk bank statement converter, or compare every tier on the pricing page. Each plan is one seat.
Sign on to Citi Online, open Statements and use the Older Statements request: choose the year and month and submit. Citi says requests take 48 to 72 hours, and the ready statement can be downloaded for seven days, so save it promptly.
Yes. Each conversion produces Excel and CSV as well as OFX, with date, description, amount and check number split into columns. You can download all three from the same job at no extra page cost.
Yes. Card statements convert with purchases as debits and payments and credits as positive amounts, so the OFX balances against the statement. Long card statements above 25 pages need the Plus plan.
Not directly, since QuickBooks does not read PDFs. Convert the statement first, then upload the CSV or OFX in QuickBooks Online under Banking. QuickBooks Desktop Web Connect only accepts QBO files issued by the bank.
You never share your Citi credentials; you upload files you downloaded. Statements are kept in your account until you delete them and are not used to train AI models.
18 months online, older copies on order.
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Card PDFs with correct signs.
The general converter for any US bank.
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Volume extraction for firms and lenders.
Get started converting bank statements to OFX.
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per month
$294 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion with bulk upload, custom templates and reports.
USD
per month
per month
$894 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
