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Statements first, spreadsheets second. What follows is how Stockman Bank files its statements, how to download the exact periods a job requires, and how those PDFs become verified data.
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.
Community-bank statements keep to the classic set: monthly statements for checking and savings with printed opening and closing balances and a running balance on most layouts, statements for CDs when they reach an interest or term event, and card statements on the Previous / New Balance pattern where the bank issues its own cards. Each type converts separately, against its own balances. On most Stockman Bank layouts the balance column steps down the page with the transactions, so the last figure on the last page is the closing balance itself. Stockman Bank is headquartered in Miles City, Montana, and its statements are issued centrally — the same document family serves every branch and channel.
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.
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.
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.
Usually the download was interrupted, or the file is a print-view export rather than the issued PDF. Re-download from the statements area; if the bank offers both a print and a PDF option, take the PDF.
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.
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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.