Headquartered in Linthicum, Maryland, SECU is a member-owned credit union. Members receive account statements as PDF documents in online banking. When a bookkeeper, lender or tax preparer asks for statements, this is the errand: get complete statement PDFs out of SECU, in order, with nothing missing. Here is how, plus what the archive will and will not give you.
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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.
For catch-up work the limiting factor is rarely conversion — it is archive depth. Online banking usually keeps a rolling multi-year archive of statement PDFs. Older than that, request research copies from the bank; if they arrive as paper or scans, the converter reads them with OCR and reconciles the result against the printed balances exactly as it does for digital PDFs.
Credit unions statement the membership, not just the account: a SECU 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. A SECU statement typically opens with a per-account summary, then lists each account's transactions in date order with its own balances — members with only a share savings account may be statemented quarterly. The institution is based in Linthicum, Maryland; its statement archive is organized per account, newest period first.
If you are the client reading this because your bookkeeper or accountant asked for statements: download the full set in one sitting, every account and every month on their list, and send the PDFs exactly as the bank issued them. Do not photograph pages, do not merge months into one file, and do not edit anything out — a missing transaction is far more expensive than an embarrassing one, and your bookkeeper works under confidentiality either way. If a month is missing from the archive, say so; a known gap is a solvable problem.
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.
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.
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.
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.
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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.