Convert a Citibank statement to Xero
Xero won't read a PDF, and Citibank won't export straight to Xero. Convert your Citibank statement into a clean, categorized CSV, then import it into Xero in a couple of clicks.
Why Citibank statements don't import into Xero directly
Xero 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, Xero-ready ledger instead of fighting merged cells and split columns.
How to import a Citibank statement into Xero
- 1. Convert the statement. Upload your Citibank statement PDF and download the categorized CSV.
- 2. Go to the bank account. In Xero: Accounting → Bank accounts → your account → Manage → Import a Statement.
- 3. Map & import. Match Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- Can I import a Citibank PDF into Xero directly?
- No. Xero 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 CSV format does Xero need?
- Xero needs a Date column, an Amount column (signed), and a Description or Payee column. The converter outputs exactly these.
Export Citibank to another tool
Convert another bank to Xero
Related guides
- How to Import Bank Statements into Xero
How to get transactions from a PDF bank statement into Xero using a CSV — the exact column format Xero expects and how to prepare it in seconds.
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
- How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
Not affiliated with Citibank or Xero. Your statement is processed in memory to extract transactions and is never stored.