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The PDF is the document everything else is built from. This page walks through finding Independent Bank statements, downloading complete periods, and turning them into data that has been checked against the bank's own balances.
Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Statement archives are organized by closing date, newest first, and usually searchable or filterable by year. For a full-year catch-up, work the list methodically from the oldest month forward and save each PDF as you go — partial downloads are how gap months happen. If the archive offers a combined or annual document, prefer the individual monthly statements: each one carries its own opening and closing balances, which is what the reconciliation check needs.
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 Independent 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. The institution is based in McKinney, Texas; its statement archive is organized per account, newest period first.
A year of Independent 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.
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.
Separate months. Each monthly statement carries its own opening and closing balances, which is what the verification works from — and month-by-month files import in order without surgery.
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.
Yes, the app reaches the same archive, and for a month or two it is the quickest route. For a year of history the website is usually faster: a deeper archive view, several downloads in a row, and files that land somewhere you can name and file properly.
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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.