Convert a Citibank statement to Sage
Sage won't read a PDF, and Citibank won't export straight to Sage. Convert your Citibank statement into a clean, categorized CSV, then import it into Sage Accounting in a couple of clicks.
Why Citibank statements don't import into Sage directly
Sage imports bank data from CSV, not PDF, so a Citibank statement has to be converted first. On Citi card statements, purchases print as positive charges; the converter flips them to negative so the math matches a bank ledger. You get one clean, Sage-ready ledger instead of fighting merged cells and split columns.
How to import a Citibank statement into Sage Accounting
- 1. Convert the statement. Upload your Citibank statement PDF and download the categorized CSV.
- 2. Open the bank account. In Sage Accounting: Banking → select the account → Connect/Import → Import Statement.
- 3. Map & import. Map Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- Can I import a Citibank PDF into Sage directly?
- No. Sage imports CSV, not PDF. Convert your Citibank statement to CSV first, then import it.
- Is my Citibank statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- What file formats does Sage import?
- Sage Accounting imports CSV and OFX bank statements. It doesn't read PDF, so convert the statement to CSV first.
Export Citibank to another tool
Convert another bank to Sage
Related guides
- How to Import Bank Statements into Sage
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- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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Not affiliated with Citibank or Sage Accounting. Your statement is processed in memory to extract transactions and is never stored.