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Convert First Citizens Bank statements to Excel or CSV

Upload any First Citizens Bank PDF statement and get a clean, editable spreadsheet in under 60 seconds.

Convert a statement freeSee pricing

No credit card required · 15 free pages

Supported First Citizens Bank statement formats

  • First Citizens Free Checking and savings (PDF)
  • First Citizens credit card statements (PDF)
  • First Citizens Business Checking statements (PDF)
  • Former Silicon Valley Bank (SVB) business account statements (PDF)

About First Citizens Bank statements

First Citizens BancShares acquired Silicon Valley Bank in 2023, making it one of the largest regional banks in the US. Both First Citizens consumer accounts and former SVB business accounts are fully supported.

Your First Citizens Bank statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a First Citizens Bank statement

Four steps. Under a minute.

01

Download from First Citizens Online Banking

Log in at firstcitizens.com, select your account, go to Statements, and download the PDF.

02

Upload to LedgerLift

Drop the PDF into LedgerLift. The AI extracts every transaction automatically.

03

Review and edit

Verify the results and fix any rows before exporting.

04

Export as Excel or CSV

Download your spreadsheet for accounting, tax prep, or analysis.

Export First Citizens Bank transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert First Citizens Bank statements?

Common workflows that use First Citizens statement conversion.

Startup and tech company bookkeeping

Convert First Citizens / SVB business checking statements to CSV and import into QuickBooks or Xero.

Personal account management

Export First Citizens checking transactions to a spreadsheet for budgeting and financial planning.

Year-end tax filing

Compile a full year of First Citizens activity for your CPA.

Business cash flow reporting

Pivot First Citizens business transactions by category and month for P&L analysis.

Frequently asked questions about First Citizens Bank conversion

Does LedgerLift handle former Silicon Valley Bank (SVB) statements?
Yes. SVB business account statements that transferred to First Citizens are fully supported.
Which First Citizens account types are supported?
Personal checking, savings, credit cards, and business checking accounts are all handled.
How do I get a First Citizens statement as PDF?
Log in to firstcitizens.com, select your account, click Statements, choose the period, and download.
How accurate is First Citizens statement extraction?
Digital First Citizens PDFs are typically 99%+ accurate. The review table lets you edit any row before exporting.
Can I batch-convert multiple First Citizens statements?
Accountant plan users can upload multiple PDFs at once. Pro and Free users process one at a time.

Ready to convert your First Citizens Bank statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a First Citizens statement free

Other supported banks

Citizens BankRegions BankHuntington BankWestern Alliance BankView all banks →