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Summit Credit Union, a credit union based in Madison, Wisconsin, provides statements to its members in PDF form 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 Summit Credit Union intact.
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 Summit Credit Union 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. Summit Credit Union issues member statements as PDFs through online banking; combined statements cover several accounts in one document, and each account's section carries its own balance pair. The institution is based in Madison, Wisconsin; its statement archive is organized per account, newest period first.
A year of Summit Credit Union 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.
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.
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.
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.
Usually, yes. The converter detects pages stored rotated and reads them in their displayed orientation; a genuinely sideways scan is reported honestly rather than guessed at. If a page is flagged, re-scanning that page flat and upright is the reliable fix.
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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.