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Convert SCHOOLSFIRST Statement to Excel

Transform your SCHOOLSFIRST PDF statements into Excel or CSV files in seconds.

About SCHOOLSFIRST Credit Union

SCHOOLSFIRST Credit Union is a member-owned credit union that provides banking services to customers across the United States. As a not-for-profit cooperative, SCHOOLSFIRST returns profits to members through better rates and lower fees.

Why Convert Your SCHOOLSFIRST Statement?

SCHOOLSFIRST provides statements in PDF format, which is great for viewing but difficult to analyze. Converting your statement to Excel lets you:

  • Sort and filter transactions by date, amount, or description
  • Create budgets and track spending categories
  • Prepare for tax season with organized records
  • Import data into accounting software like QuickBooks or Xero
  • Generate reports and visualizations of your finances

How to Export Your SCHOOLSFIRST Transactions

  1. Sign in to SchoolsFirst Online at schoolsfirstfcu.org
  2. Select your account from the dashboard
  3. Click "Statements & Notices"
  4. Choose your statement period
  5. Download the PDF

Supported SCHOOLSFIRST Account Types

Data River converts statements from all SCHOOLSFIRST account types:

  • SchoolsFirst Checking
  • SchoolsFirst Savings
  • SchoolsFirst Money Market
  • SchoolsFirst Certificates
  • SchoolsFirst Visa

What Makes SCHOOLSFIRST Statements Unique

  • SchoolsFirst serves California school employees exclusively
  • CalSTRS/CalPERS payroll deposits have specific codes
  • Education-related merchant categories may be highlighted
  • SchoolsFirst uses "dividends" for interest earnings

Why Use Data River for SCHOOLSFIRST Statements?

  • Fast: Convert SCHOOLSFIRST statements in seconds, not minutes
  • Accurate: Optimized for SCHOOLSFIRST's specific statement format
  • Secure: Your data stays private—we never store your files
  • Universal: Works with all SCHOOLSFIRST account types and statement periods

Ready to convert your SCHOOLSFIRST statement?

Try Data River free and convert your first statement in seconds.

Convert Your SCHOOLSFIRST Statement

Frequently Asked Questions

Does Data River work with SchoolsFirst FCU?

Yes. SchoolsFirst Federal Credit Union is the largest credit union serving California educators. We handle all their account types including checking, savings, and credit cards.

How are CalSTRS deposits shown?

California State Teachers' Retirement System (CalSTRS) deposits appear with specific payroll codes. Data River recognizes these as income automatically.

Can I join SchoolsFirst if I'm not a teacher?

SchoolsFirst membership is limited to California school employees and their families. If you're eligible, statement format is consistent for all members.

What about SchoolsFirst Visa statements?

Yes. We support SchoolsFirst credit card statements, extracting transactions and rewards earned.

Is my SCHOOLSFIRST statement data secure?

Yes. Data River processes your statements securely and never stores your files or financial data. Your statement is processed in memory and immediately deleted after conversion. We use bank-level encryption for all data transfers.

Start Converting Your SCHOOLSFIRST Statements Today

Save hours every month by converting your SCHOOLSFIRST statements with Data River.

Convert Your SCHOOLSFIRST Statement