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Eastern Bank, a regional bank based in Boston, Massachusetts, delivers account statements as PDFs through its online banking portal. Bookkeeping, applications and cleanups all start the same way: with the bank-issued statement PDF. This page is the field guide to getting yours out of Eastern Bank intact.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Most accounts statement monthly, closing on the same cycle date each month. Online statement archives typically reach back several years; when a cleanup needs months beyond the online archive, the route is a statement request to the bank — branches and phone support can usually produce older PDFs or paper copies for a closed period, and those paper copies convert through the scanned (OCR) route with the same reconciliation check.
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. Eastern Bank statements typically list transactions chronologically with a running balance on deposit accounts, and print opening and closing balances for the period. Eastern Bank is a regional bank headquartered in Boston, Massachusetts.
If the account still receives paper statements, the fastest upgrade in any bookkeeping workflow is switching it to eStatements in Eastern Bank online banking and the mobile 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.
Closed-account statements usually require a direct request to the bank, since online access often ends at closure. The PDFs or scans they provide convert the same way.
The digital PDF is always the cleanest input. A paper statement can be scanned flat at a steady resolution and converted through OCR; its result goes through the same reconciliation check, and flagged rows should be reviewed against the scan.
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.
Many banks offer a transaction download in CSV or OFX alongside the PDF statements. That covers recent activity, but the PDF statement remains the document with balances — the thing reconciliation is checked against.
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.