US
About Citi statements
Citi (Citibank) is the US consumer bank inside Citigroup and is known more for cards than branches in many states. Whether you bank in branch or online, the statement is the same monthly PDF, downloaded from Citi Online or the app, under Statements.
Citi groups activity into Deposits and credits, Debits, Checks and Electronic transfers rather than a single running list. That's exactly the detail that gets scrambled when you paste a PDF into a spreadsheet, and exactly what the converter preserves, column by column.
The figures stay in USD (US dollars) and dates read MM/DD/YYYY, the same as on the original statement. Even a photographed page converts — OCR pulls the columns out, and the reconciliation check runs regardless of how the PDF was made.
What lands in Quicken is a clean, checked file — so the only thing left is the reconciling you'd do anyway.
Why people convert Citi to Quicken
Quicken can only download so far back, and a Citi connection might not cover an old account or a closed one at all. Converting the statement PDF to OFX lets you load those transactions in by hand, with a unique id per line so a re-import won't double anything.
For anyone reconciling Citi against Quicken after the fact, the value is in not retyping. You keep the original PDF as your source, convert it, and reconcile the imported lines — the figures stay tied back to the statement.
Import a Citi statement into Quicken
Quicken reads OFX (preferred) or QIF.
- Convert the PDF above and download OFX (preferred) or QIF.
- In Quicken: File → Import → Web Connect File for OFX, or File → Import → QIF File for QIF.
- Choose the account to import into.
- Review the register and accept the new transactions.
The totals are checked first
Every file is reconciled first: opening balance plus money in, minus money out, should land on the closing balance. If it doesn't, you see it here instead of finding out inside Quicken.
Frequently asked questions
What's the best file for Quicken?expand_more
Yes — download OFX (best) or QIF and import it under File → Import. OFX carries a unique id per line, so re-importing the same file won't create duplicates.
What does a Citi statement look like?expand_more
Citi groups activity into Deposits and credits, Debits, Checks and Electronic transfers rather than a single running list. The converter reads each of those into its own column, so the OFX file imports into Quicken cleanly.
Where do I download the Citi statement?expand_more
From Citi Online or the app, under Statements. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
Does it work on a scanned Citi statement?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
What does it cost to start?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the Quicken file needs a free sign-in.