Convert a Citibank statement to FreshBooks
FreshBooks won't read a PDF, and Citibank won't export straight to FreshBooks. Convert your Citibank statement into a clean, categorized CSV, then import it into FreshBooks in a couple of clicks.
Fictional sample output
Preview a Citibank statement CSV for FreshBooks
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
Why Citibank statements don't import into FreshBooks directly
FreshBooks 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, FreshBooks-ready ledger instead of fighting merged cells and split columns.
How to import a Citibank statement into FreshBooks
- 1. Convert the statement. Upload your Citibank statement PDF and download the categorized CSV.
- 2. Open the importer. In FreshBooks: Expenses → the import/upload option, or Accounting → Bank Connections → Upload.
- 3. Map & import. Match Date, Description/Merchant, and Amount to the CSV columns and import.
Frequently asked questions
- Can I import a Citibank PDF into FreshBooks directly?
- No. FreshBooks 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.
- Can FreshBooks import a PDF bank statement?
- No — FreshBooks imports transactions from CSV. Convert the PDF statement to CSV first, then upload it.
Export Citibank to another tool
Convert another bank to FreshBooks
Related guides
- How to Import Bank Statements into FreshBooks
How to get transactions from a PDF bank statement into FreshBooks using a CSV — the format FreshBooks expects and how to prepare it fast.
- 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 FreshBooks. Your statement is processed in memory to extract transactions and is never stored.