Automated First Citizens Bank Transaction Export
Every Monday, WebRun opens First Citizens Bank, checks every business transaction from the past week, exports the full log to a running Google Sheet, and posts a summary to Notion with the totals in and out so your books stay current without a manual export.
How do I get a weekly export of my First Citizens Bank business transactions?
WebRun checks your First Citizens Bank business account every Monday for last week's transactions, exports the full log to a running Google Sheet, and posts a summary to Notion with the totals in and out. It never moves money itself, so your books stay current with a clean weekly export instead of a manual download.
- A full week of transactions lands in Sheets without a manual export
- Weekly totals are calculated automatically
- Books stay current for bookkeeping without extra data entry
Built for small business owners · bookkeepers · controllers · First Citizens business customers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.firstcitizens.comin a real browser with your saved login - no setup, no API keys. -
1
First Citizens Bank - check this week's transactions
firstcitizens.com
WebRun opens First Citizens Bank to check this week's transactions. - Open First Citizens Bank business banking and list last week's transactions
- Capture the date, payee, and amount for each
- Total the amounts in and out
Done when Every transaction from the past week is captured.
-
2
Google Sheets - export the transaction log
google.com
WebRun opens Google Sheets to export the transaction log. - Append a row for each transaction from the past week
- Add the weekly totals in and out at the bottom
- Keep prior weeks' rows untouched
Done when This week's transactions are appended to the running sheet.
-
3
Notion - post the summary
notion.so
WebRun opens Notion to post the summary. - Post the weekly totals in and out
- Note the largest transaction of the week
- Link to the sheet for the full transaction list
Done when Notion has this week's transaction summary.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it pay a bill or move money while exporting?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads transactions and reports on them, leaving any payment or transfer to you.
Can I use this export for bookkeeping?
Yes. Each transaction is exported with its date, payee, and amount, giving your bookkeeper a running log to reconcile against without a manual download.
Does it total the transactions for me?
Yes. The weekly totals in and out are added to the sheet and included in the Notion summary, so you don't have to add them up yourself.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.