Can I convert a Navy Federal PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Navy Federal online do. Scanned paper statements cannot be read.
Navy Federal Statement to Excel: Download and Convert
How to download a Navy Federal statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Navy Federal statements
- What Navy Federal gives you
- CSV and PDF. Navy Federal has said other formats, such as Quicken files, are no longer supported
- How far back
- Navy Federal does not publish a download limit. If the download does not reach far enough back, use your PDF statements for the older months: insytesBI reads those too.
- How we read it
- If the CSV lists every amount as positive with a separate debit or credit column, insytesBI reads that column to tell money in from money out.
Download your Navy Federal transactions
- Sign in to Navy Federal Digital Banking.
- Select the account whose transactions you want.
- Next to Transaction History, select Download, at the far right of the screen.
- Choose CSV and save the file.
Frequently asked questions
What does Navy Federal let me download?
CSV and PDF. Navy Federal has said other formats, such as Quicken files, are no longer supported
How far back can I download Navy Federal transactions?
Navy Federal does not publish a download limit. If the download does not reach far enough back, use your PDF statements for the older months: insytesBI reads those too.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.