Convert a Navy Federal statement PDF to Excel, categorized.
Upload any Navy Federal checking, savings, or credit card eStatement. Sortlumo extracts every transaction, normalizes merchants, and sorts them into 22 categories.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Navy Federal.
Sign in to Navy Federal Online
Go to navyfederal.org and sign in to online banking.
Open eStatements
Under Accounts, select eStatements. You'll need to be enrolled in electronic statements to download PDFs yourself.
Pick the account and month
Statements less than 36 months old can be saved directly; older copies can be requested for a fee.
Download the PDF
Save the statement to your computer.
Drop into Sortlumo
Drag the PDF into the upload zone. Browse, filter, and export to Excel.
NoteIn the mobile app the same documents live under More → Account and Tax Statements. Either source produces the same text-based PDF.
Exactly what we extract from your Navy Federal statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including any you changed by hand.
Navy Federal statement questions, answered.
Does this work for Navy Federal credit cards like cashRewards and Flagship?
Yes. Navy Federal's card statements are text-based PDFs and parse with the same categorization as its deposit accounts.
Can I convert Navy Federal share savings and MMSA statements?
Yes, though those accounts are mostly dividends and transfers rather than merchant spending, so the categorized view is less useful than for checking.
How far back can I go?
Navy Federal keeps roughly 36 months of eStatements available to download. Convert them before they age out if you want a longer history.
Does Sortlumo need my Navy Federal credentials?
No. There is no bank linking anywhere in Sortlumo — you download the PDF yourself and upload it.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Navy Federal PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page