Convert a Citi bank statement or credit card PDF to Excel, categorized.
Upload any Citibank checking, savings, or Citi credit card PDF — Double Cash, Custom Cash, Strata Premier, AAdvantage, and more. Sortlumo extracts every transaction, normalizes the merchant, and assigns one of 22 categories. Excel export on every plan.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Citi.
Sign in to citi.com
Go to citi.com or citibankonline.com on desktop and open the card or bank account you want to export.
Open Statements
Click "Statements" (under the account menu). Citi keeps up to 7 years of statements online.
Download the PDF
Pick the statement period and click the PDF download icon. Save the file locally.
Drop into Sortlumo
Drag the Citi PDF onto the Sortlumo upload zone. Categorized transactions appear in about 10 seconds.
Exactly what we extract from your Citi statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including anything you corrected or set a merchant rule for.
Citi statement questions, answered.
Does Sortlumo work for Citi Double Cash, Custom Cash, Strata, and AAdvantage cards?
Yes — Citi uses a consistent credit card statement layout across its lineup, and Sortlumo parses all of them.
What about Citibank checking and savings statements?
Supported. Deposit account statements use a different layout than cards, and Sortlumo handles both.
Are older Citi statements supported?
Yes, as long as the PDF is text-based rather than a scanned image. Most Citi PDFs from the last decade parse without issue.
How many Citi statements can I convert at once?
Up to 10 in a single batch on every plan. They process in parallel and finish in roughly the time of the slowest one.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Citi PDF. See it categorized in under a minute.
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