First Republic + Coconut: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into Coconut? First Republic uses MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — which needs converting to CSV (Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts First Republic for Coconut
Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
How It Works
Upload your First Republic PDF
Drag and drop your First Republic statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Coconut
Our AI parses First Republic's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Coconut
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data.
Coconut Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
First Republic to Coconut Features
- First Republic optimised — Trained on First Republic's premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement with MM/DD/YYYY parsing
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import First Republic Data into Coconut
After converting your First Republic statement with BankScan AI:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Import First Republic into Coconut Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Republic to Coconut Free