Citizens Bank → Excel for Tradespeople (Plumbers, Electricians)
As tradesperson, you need Citizens Bank bank statements in Excel format. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately. BankScan AI handles the conversion — MM/DD, traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section, and all.
How It Works
Upload Citizens Bank PDF
Drop your Citizens Bank statement PDF. Supports PDF.
AI converts to Excel
Parses Citizens Bank's MM/DD, extracts all transactions, outputs Excel (.xlsx).
Use in your tradespeople (plumbers, electricians) work
Download and use with QuickBooks Self-Employed, FreeAgent. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
Citizens Bank + Excel + Tradespeople (Plumbers, Electricians)
- Citizens Bank expertise — Handles MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for tradespeople (plumbers, electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
Citizens Bank to Excel — For Tradespeople (Plumbers, Electricians)
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Citizens Bank to Excel Free