Convert First Citizens Bank Bank Statement to Excel
First Citizens today spans legacy branch accounts, the CIT online banking business, and a large commercial franchise, and its bookkeepers frequently juggle statements from more than one of those worlds. Personal and small-business statements come out of Digital Banking, while commercial clients pull eStatements from the Commercial Advantage platform — different documents, same problem: hours lost re-keying transaction tables into Excel and hoping the totals agree. SheetMyBank reads whichever First Citizens PDF you feed it, sanity-checks the ledger math on every file it opens, and hands back a spreadsheet whose figures already agree with the statement summary.
In personal Digital Banking, statements and tax documents open as PDFs in a pop-up window, so allow pop-ups before downloading; paperless delivery covers checking, savings, credit card, and home equity line accounts. Commercial Advantage users select eStatements from the Reporting menu, pick accounts on the eStatements Search screen, and hit Download in the Actions column — that platform self-serves 13 months, with older statements via customer service. Extraction is performed by the page itself in your browser; no second copy of the statement is created anywhere.
Drop your First Citizens Bank statement here (PDF or photo)
Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).
Free for your first 5 pages each month · Processed on your device · Balance-verified output
First Citizens Bank statement FAQ
How do commercial clients download First Citizens eStatements?
In Commercial Advantage, choose eStatements from the Reporting menu, select the statement type and accounts on the eStatements Search screen, then click Download in the Actions column. Checkboxes let you grab multiple statements at once through the Download widget.
How much history does Commercial Advantage hold?
Statement history in Commercial Advantage is limited to 13 months of self-service access. If you need statements beyond that, First Citizens customer service can retrieve them. For personal Digital Banking, no published retention figure exists, so maintain your own PDF archive.
Which First Citizens accounts produce statements I can convert?
Checking, savings, credit card, and home equity line accounts all support electronic statements through Digital Banking — First Citizens issues its own Visa cards, personal and business. Deposit statements convert to a transaction ledger; card statements map to purchases and payments.