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The PDF is the document everything else is built from. This page walks through finding Teachers Federal Credit Union statements, downloading complete periods, and turning them into data that has been checked against the bank's own balances.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Statements close on a cycle date, not necessarily the last day of the month — note each account's closing day before planning a month-by-month import, because a statement month and a calendar month are not always the same thing. Online archives generally cover several years; deeper history is a bank research request, and scanned results still go through the full balance check.
Credit unions statement the membership, not just the account: a Teachers Federal 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. Teachers Federal Credit Union statements typically show dividends on share accounts as dated credit lines inside the same chronological history as withdrawals and deposits. From its headquarters in Hauppauge, New York, Teachers Federal Credit Union issues statements per account and per period through online banking.
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.
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.
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.
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.
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.