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Statements first, spreadsheets second. What follows is how Affinity Plus Federal Credit Union files its statements, how to download the exact periods a job requires, and how those PDFs become verified data.
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These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Statements close on a cycle date, not necessarily the last day of the month — note each account's closing day before planning a month-by-month import, because a statement month and a calendar month are not always the same thing. Online archives generally cover several years; deeper history is a bank research request, and scanned results still go through the full balance check.
Credit unions statement the membership, not just the account: a Affinity Plus Federal Credit Union statement typically combines share savings, checking and sometimes loan activity in one document, opening with a summary of each account. When you convert, treat each account's section as its own statement — each carries its own balances and its own check. Members whose only account is a share savings account may be statemented quarterly rather than monthly, which matters when you are chaining a year together. Affinity Plus Federal Credit Union member statements typically combine share and checking activity in one document family, each account carrying its own opening and closing balances. The institution is based in St. Paul, Minnesota; its statement archive is organized per account, newest period first.
If the account still receives paper statements, the fastest upgrade in any bookkeeping workflow is switching it to eStatements in Affinity Plus Federal Credit Union online banking (website and app) — every future month then exists as a first-generation PDF. For months already past, paper scans convert through OCR with the same balance check; scan flat, straight and at a steady resolution, and review flagged rows against the image. Avoid the middle option — printing an online statement to paper and scanning it back — which destroys the digital original for no benefit.
Common causes: the account statemented quarterly in that period, the account was opened or closed mid-cycle, or the statement sits under a combined-statement view. Check the neighbouring months' balances — if they chain, the period is covered.
Recent statements in online banking are self-serve. Research copies of older or closed-account statements are a bank service and policies vary — ask before ordering a long history, and check the online archive first.
Some relationships offer combined statements covering several accounts in one PDF. Download it once, then convert each account's section separately so every account keeps its own balance check.
Statements close on a cycle date set by the bank, which is often a few days before or after month end. Work in statement periods when you import — the closing date on the document is the period's end, whatever the calendar says — and let the balance chain, not the calendar, tell you whether a month is missing.
Thirteen per account: the twelve months of the year plus the December statement before it, whose closing balance proves the year's opening figure. Add any account that was open for part of the year, including ones closed mid-year.
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Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.