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Everything starts with the PDF. Here is where Berkshire Bank keeps its statements, how far back the archive reaches, and how to pull exactly the months you need.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Statements are issued per account, and access follows the account's authorized signers. On a joint account either holder can usually download; on business accounts, users with view-only online access may or may not see the documents area depending on how the business enrolled. If the statements you need sit behind permissions you do not hold, the account owner downloading them directly is faster than any workaround — and the PDFs are all you need to hand over.
Expect the standard regional-bank set: monthly statements for checking and savings with opening and closing balances and a running balance on most layouts, card statements on the Previous / New Balance pattern where the bank issues its own cards, and periodic statements for CDs and money market accounts. Each type converts separately, against its own balances. A Berkshire Bank statement typically shows the balance after each transaction on deposit accounts, so the closing figure can be traced row by row through the month. Berkshire Bank is headquartered in Boston, Massachusetts, and its statements are issued centrally — the same document family serves every branch and channel.
A year of Berkshire Bank statements is twelve to thirteen files per account, and they will be reopened for months. Name them on a system the moment they land — account, then year-month of the closing date — and keep one folder per account inside one folder per year. The payoff comes at reconciliation time: a missing month shows up as a break in the file sequence before it shows up as a mystery in the numbers, and any single statement can be found in seconds when a flagged row needs checking against the original.
Online archives typically cover several years. For older periods, request research copies from the bank — paper or scanned copies convert through OCR with the same balance check.
It adds the extracted transactions to the statement's opening balance and compares the result with the closing balance — and checks running balances row by row where printed. Downloads that do not tie are flagged, never passed silently.
Yes — that is the normal flow. Download the PDFs and send them as issued; your bookkeeper converts and verifies them. Never send online banking passwords; statements are all a bookkeeper needs from the bank.
Either reaches the statements, but the website's archive is often deeper and multi-month downloading is faster with a keyboard. Use the app for single recent months, the website for history.
Both. The PDF is the record; the converted Excel or CSV is the working file. Sending the pair means any figure can be traced back to the bank's own document in one step.
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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.