Convert Navy Federal Credit Union statements to Excel, CSV, QuickBooks & Xero
Navy Federal statements combine share savings, checking and sometimes loan accounts in a single document, with a dividend summary for each share account.
How Navy Federal Credit Union statements are handled
Each account block has its own beginning and ending balance. SheetStatement reconciles block by block and lists the account suffix in the statement metadata so members and their bookkeepers can tell accounts apart.
Tips for Navy Federal Credit Union share, checking and credit card accounts statements
- Dividends are categorized as Income.
- Allotments and military pay deposits are labeled as Payroll for easier budgeting.
- Credit card statements from Navy Federal export cleanly to QBO for QuickBooks credit card accounts.
Step by step
- Log in to Navy Federal Online Banking, choose eStatements, and download the PDF.
- Upload the PDF to SheetStatement.
- Review the balance-checked table and export to Excel, CSV, QBO or Xero.
Need a specific format? See QuickBooks, Xero or Excel guides.
Other banks
Navy Federal Credit Union is a trademark of its owner. SheetStatement is not affiliated with or endorsed by Navy Federal Credit Union.
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