Convert a Citizens Bank statement PDF to Excel, categorized.
Upload any Citizens checking, savings, or credit card PDF. Sortlumo extracts every line, normalizes the merchant, and applies one of 22 categories — ready to filter and export.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Citizens.
Sign in to Citizens
Go to citizensbank.com and sign in to online banking.
Open the Document Center
Citizens keeps statements under the Document Center tab, with a filter for account and timeframe.
Filter to the account and period
Roughly 18 months of statements are available immediately online.
Download the PDF
Save the statement for the month you want to convert.
Drop into Sortlumo
Drag the PDF into the upload zone. Categorized transactions in about ten seconds.
NoteIf the Document Center doesn't show a month you need, statements older than the online window can be requested through Citizens customer service.
Exactly what we extract from your Citizens 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 any you changed by hand.
Citizens statement questions, answered.
Does this work for Citizens One Deposit Checking and Quest accounts?
Yes. Citizens uses a consistent deposit-account statement layout, so all of its checking and savings PDFs parse the same way.
Are Citizens credit card statements supported?
Yes. They're text-based PDFs and parse with the same merchant normalization as deposit accounts.
Can I merge several Citizens months into one spreadsheet?
Yes. Upload several months, switch to the All view, set a date range, and export once — Sortlumo merges them chronologically.
What if my Citizens PDF is password-protected?
Sortlumo prompts you for the password during upload. It's used once to unlock the file for parsing and is never stored.
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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 Citizens PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page