As a former SVB customer now at First Citizens, which of my statements convert?

All of them. Former SVB business customers moved over to First Citizens-branded statements after the 2023 acquisition, and the converter reads both the old SVB layout and the current First Citizens one — which keeps your historical records unbroken across the transition.

Do First Citizens' commercial statements convert as easily as consumer ones?

Just as easily. Despite the bank's size — it's among the largest family-controlled banks in the country — its commercial checking statements use clear, standard column formatting. ACH credits, wires, checks, debit card activity, and fees all extract into a structured spreadsheet with no added difficulty.

Our nonprofit's auditor needs monthly First Citizens statements. Which format serves an audit best?

Excel, for flexibility — auditors can sort by date, filter by amount, and verify totals with formulas. It works alongside, not instead of, the original First Citizens PDFs that auditors treat as primary documentation. Handing over both makes the cleanest audit package.

PDF Bank Statement Converter

Convert your First Citizens Bank statement to Excel, CSV, or a QuickBooks (QBO) file

First Citizens Bank became one of the top 20 US banks by assets after acquiring Silicon Valley Bank in 2023, expanding significantly beyond its traditional Southeast roots in the Carolinas. Its PDF statements use a classic transaction-table layout with clear debit and credit columns, dates, and running balances. Former SVB technology clients and traditional First Citizens commercial customers both receive statements in a professional, easily parseable format. StatementToExcel converts First Citizens Bank PDFs including statements from accounts transferred from SVB, extracting each transaction with its full description into a spreadsheet ready for QuickBooks import. Nonprofits, tech companies, and Southeast commercial businesses use the converter for audits and monthly reconciliation.

Start Converting — It's Free

Your first 3 conversions are free · no card required

Drag your bank statement PDF in here

or click to pick a file · PDFs only

Format:

Everything runs in memory — your file is never saved anywhere. How that works

Converting a First Citizens Bank statement takes three steps

Everything runs in your browser — nothing to install on Mac, Windows, or anywhere else.

01
Grab the PDF from First Citizens Bank
Sign in to First Citizens Bank online banking and save the statement you need as a PDF. Most banks let you go back at least two years, and length doesn't matter — whether it's two pages or twenty, EasyStatementSheet will read the whole thing.
02
Drop the file in the box above
Drag your First Citizens Bank PDF onto the uploader (or click and pick it from your computer). Parsing happens in an isolated cloud function and your transactions are never saved to a database — even a long statement usually finishes in well under ten seconds.
03
Pick Excel, CSV, or QBO and download
Grab whichever format fits your workflow. Excel (.xlsx) is great for sorting and sharing, CSV opens in any accounting tool, and the QBO (.qbo) option feeds straight into QuickBooks Online or Desktop with dates, descriptions, and amounts already lined up — no retyping required.

Inside your converted First Citizens Bank spreadsheet

Each conversion produces the same four tidy columns — exactly what QuickBooks imports expect and what your bookkeeper or accountant is used to working with.

Date

When each transaction posted, taken straight from the statement and written in a format Excel recognizes instantly — so sorting by day, month, or year just works.

Description

Merchant names, ACH details, wire references, and check notes in full. If the PDF wraps a description across several lines, we stitch it back into one complete cell.

Amount

A single signed column: deposits, refunds, and interest come through positive, while purchases, withdrawals, and fees come through negative. Finding your largest expenses is one sort away.

Balance

Your account's running total after every transaction, pulled directly from the PDF. Handy for catching low-balance moments or confirming where you stood on any given day.

🔒

Nothing is kept — your money data stays private

Your PDF is parsed inside an isolated cloud function and the finished file streams straight back to your browser. Dates, amounts, balances, merchant names — none of it is ever saved to a database or written to a log. Once your download completes, our servers hold no trace of the conversion: no stored PDFs, no extracted rows, no account numbers. Think of it as a tool with amnesia — it does the job, hands you the file, and immediately forgets everything it saw.

First Citizens Bank statement questions, answered

The things First Citizens Bank customers ask us most before converting a statement to Excel or QuickBooks.

Bank somewhere else too?

We handle statements from more than 50 US banks — pick yours below and convert it in minutes.

→US Bank statement to Excel or QBO →PNC Bank statement to Excel or QBO →Truist statement to Excel or QBO →Chase statement to Excel or QBO →Bank of America statement to Excel or QBO →Wells Fargo statement to Excel or QBO

← Home page Browse the blog