In this tutorial, we will walk you through how to convert your Citibank statement to Excel using Lido. Simply follow the steps below.
First, have your Citibank statement ready as a PDF, image, or scanned copy.
If you're new to Lido, you can sign up for a free account here. After signing in, start a New File.
At the top of your sheet, click the Extract Data button.
Drag and drop your file into Lido, or click to upload. PDFs, scanned images, and photos of paper statements all work.
For the purpose of this tutorial, we are only using a sample statement that follows the same layout as a Citibank statement.
Tell Lido which columns you want in your spreadsheet. For a Citibank statement, that usually means the date, description, and amount of each transaction, though you can list any other columns that appear on your statement.
If you need something more specific, there's an optional box for extra instructions. For example, you could ask Lido to pull only withdrawals, or to add the opening and closing balances.
When you're ready, click Process All Files.
Once Lido finishes, look over the extracted rows and compare them against your statement to make sure everything came through correctly. You can then edit any cells, resize columns, or adjust the formatting so the sheet works for you.
When the data looks the way you want, click Export to Excel to save your Citibank statement as a spreadsheet.
Lido handles Citibank PDF statements from online banking and Citi mobile app exports.
Format notes: Citibank credit card statements and checking statements use completely different layouts. The credit card format includes reward points and category breakdowns that add noise to extraction.
Lido's AI handles these format variations automatically. Unlike template-based converters that break when layouts change, Lido reads the document contextually, so it adapts to Citibank's specific formatting without manual configuration.
Copy-paste from online banking: Citibank's website lets you view transactions online, but copying and pasting into Excel produces messy formatting that requires significant cleanup. This works for a handful of transactions but breaks down at volume.
CSV download from Citibank: Some Citibank accounts let you download transactions as CSV directly from online banking. This works for recent transactions but doesn't cover older statements, scanned paper statements, or statements received from clients.
Manual data entry: Typing transactions into Excel. At roughly 45-60 minutes per 30-page statement with a 2-4% error rate, this is the option Lido replaces.
For the full landscape of bank statement tools, see best bank statement OCR software and how to automate bank statement reconciliation.
Upload your Citibank PDF statement to Lido at lido.app. Lido's AI extracts transaction dates, descriptions, amounts, and balances automatically with 99.9% accuracy, then outputs clean Excel, CSV, or Google Sheets data. No templates or manual setup required. 50 free pages to test.
Yes. Lido includes built-in OCR that handles scanned and photographed Citibank statements with 99.9% accuracy. Upload the scan or photo, and Lido extracts the same structured data as from a digital PDF.
Some Citibank accounts allow CSV transaction downloads from online banking for recent periods. However, this doesn't cover older statements, scanned paper statements, or statements received from clients. For those, an AI converter like Lido extracts the data from the PDF directly.
Lido achieves 99.9% accuracy on Citibank statements, including both digital PDFs and scanned paper statements. It handles Citibank's specific formatting quirks automatically without per-bank template configuration.
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