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Convert Citi statement PDF to Quicken

Vision-AI extraction with balance reconciliation, then export as a .qfx file (Quicken Web Connect, which is OFX with Quicken's bank identifier). Citi keeps checking, savings, and card sections labelled separately.

Free during beta. Drop your Citi PDF, get a QFX file ready for Quicken. 10 conversions a day, no card on file, no signup.

Get the Chrome extension   See sample output

The flow end to end

  1. Download your Citi statement PDF from online banking. (For Citi Priority Checking ****9301, this lives under Statements & documents.)
  2. Open Bank2XL (Chrome extension or web) and drop the PDF in.
  3. Bank2XL extracts the transactions and verifies them against the statement's opening and closing balance ($8,205.66 on a recent example).
  4. Download the QFX file.
  5. Import it into Quicken. See steps below.

Why this combination

Citi combined statements keep checking, savings, and card sections labelled separately within the same PDF. Each section becomes its own sheet in the Excel output instead of one mixed table.

Quicken on the import side: Quicken (versions 2020 and later) requires a registered Financial Institution ID for Web Connect files. Bank2XL ships with FID 10000 and an Intuit-compatible BID, which Quicken treats as a generic OFX-compatible source. If your version refuses, update Quicken; older versions had stricter FID validation.

Importing the QFX file into Quicken

  1. Open Quicken and pick File » File Import » Web Connect File.
  2. Select the .qfx file from Bank2XL.
  3. Quicken asks which account to import into; pick the one that matches the statement.
  4. Confirm the transactions on the New Transactions screen and finish.

What you get in the file

Citi statement inputBank2XL QFX output
Citi Priority Checking ****9301, monthly statement, $8,205.66 closing balance, 30 to 80 transactions a month, scanned or digital PDF.One QFX document Quicken accepts directly, with each transaction's date, amount, description, and account type. Balance reconciliation status sits on the validation sheet of the matching Excel output if you want to double-check before importing.

FAQ

Quicken says it can't find the account in my Quicken data file.

This happens when no existing Quicken account is set up to receive Web Connect imports. In Quicken, open the account, go to its settings, and change Online Services to allow Web Connect. Then retry the import.

Does Quicken support importing a credit-card statement as .qfx?

Yes. Bank2XL detects the statement type and writes the CREDITCARDMSGSRSV1 section instead of BANKMSGSRSV1, which is what Quicken expects for credit cards. Same .qfx workflow.

Can I get Excel alongside the QFX file?

Yes. Every conversion produces all formats at once: XLSX, CSV, QBO, OFX, QFX. Download whichever you need. Most users grab the QFX file for Quicken and keep the XLSX as a human-readable backup.

Related

Get the Chrome extension   Convert your first statement