How to download your Citizens statement as a PDF
In Citizens online banking, open the "Document Center" tab, then filter by account and timeframe to find your statements. For loans, "View Statements" opens the same Document Center.
Tips for converting Citizens statements
Citizens' own help pages give different figures for how far back statements go online. If you need several years, download everything available in one session and ask the bank about any gaps.
What you get
- Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
- QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
- Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
- A reconciliation check: opening balance + money in − money out = closing balance.
Converting a lot of statements every month? Plans start at $9/month for 500 pages.