Upload any PenFed PDF statement and get a clean, structured spreadsheet in under 60 seconds.
No credit card required · 15 free pages
Pentagon Federal Credit Union (PenFed) has 2.7 million members and is one of the largest credit unions in the US. Originally focused on military and government employees, PenFed now accepts members from all backgrounds. Their digital PDFs extract cleanly and consistently.
Your PenFed Credit Union statements are processed in encrypted private storage and never used for AI training or shared with third parties.
Four steps. Under a minute.
Log in at penfed.org, select your account, navigate to Statements, and download the PDF.
Drop the PenFed PDF into LedgerLift. The AI extracts every transaction automatically.
Check the extracted table and correct any rows before exporting.
Download your spreadsheet for budgeting, tax prep, or record-keeping.
Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.
Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.
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Upload your PDF now. No credit card required — 15 pages free.
Convert a PenFed statement free