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Convert Navy Federal statements to Excel or CSV

Navy Federal puts your checking and savings accounts on one statement. Upload the PDF here and each account comes back with its own transactions, as a CSV or a spending report.

Drop your bank statement PDF here, or choose it

PDF, up to 10 MB. Nothing is stored.

Where to find your Navy Federal statement PDF

  1. Sign in to Navy Federal Online Banking or the mobile app.
  2. Online, select Statements from the menu. In the app, choose More, then Account and Tax Statements.
  3. Pick the account and month and save the PDF.

How Navy Federal statements are read

Checking and savings on one statement

The statement opens with a summary of your deposit accounts, then lists the transactions for each one in turn, checking first and savings after. Each is read as its own account, so a transfer from checking to savings is not counted as spending in one place and income in the other.

Money out can carry a trailing minus

Each row has one Amount column and a running Balance, and money out can be marked by a minus after the figure. The same mark after the balance means the account was overdrawn. Each row takes its direction from the mark on its amount, and an overdrawn balance never turns into an extra transaction.

Parse Navy Federal statements in your own app

Send the PDF to the StatementBear API and get JSON back: every transaction with its direction and category, the account it belongs to, and a check that the totals reconcile. No bank login, no template per bank. The first 25 documents are free, then $0.49 each.

{
  "object": "document",
  "issuer": {
    "name": "Navy Federal",
    "domain": "navyfederal.org"
  },
  "currency": "USD",
  "period": {
    "year": 2026,
    "month": 8
  },
  "accounts": [
    {
      "type": "bank",
      "last4": "2209",
      "primary": true,
      "totals": {
        "credits": 2385,
        "debits": 157.14
      },
      "transactions": [
        {
          "date": "2026-08-01",
          "description": "Deposit - ACH Paid From FABRIKAM INC Payroll",
          "amount": 2385,
          "direction": "credit",
          "category": "income"
        },
        {
          "date": "2026-08-03",
          "description": "POS Debit- Debit Card 4471 08-02-26 Harris Teeter #212 Norfolk VA",
          "amount": 72.14,
          "direction": "debit",
          "category": "groceries"
        },
        {
          "date": "2026-08-05",
          "description": "Paid To - Verizon Wireless",
          "amount": 85,
          "direction": "debit",
          "category": "utilities"
        }
      ]
    }
  ],
  "verification": {
    "reconciled": true,
    "issues": []
  }
}
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Three simple steps

01

Download your Navy Federal PDF

Sign in to Navy Federal Online Banking or the mobile app. Online, select Statements from the menu. In the app, choose More, then Account and Tax Statements. Pick the account and month and save the PDF.

02

Upload it here

Drop the PDF on the box at the top of this page. It is read in under a minute and nothing is stored.

03

Download the CSV

One row per transaction with date, description, amount, direction and category. Opens in Excel, Google Sheets and Numbers.

Frequently asked questions

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