Upload any EverBank or TIAA Bank PDF statement and get a clean, editable spreadsheet in under 60 seconds.
No credit card required · 15 free pages
TIAA Bank was rebranded as EverBank in 2023 after being sold by TIAA. EverBank is an online-focused bank offering high-yield deposit products. Both legacy TIAA Bank PDFs and current EverBank statements are fully supported.
Your EverBank (formerly TIAA Bank) 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 everbank.com, select your account, go to Statements, and download the PDF for the period you need.
Drop the PDF into LedgerLift. The AI reads the EverBank layout and extracts every transaction.
Check the extracted table and correct any rows before exporting.
Download your spreadsheet for accounting, tax prep, or financial planning.
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.
Common workflows that use EverBank statement conversion.
Export EverBank Yield Pledge Savings interest and transactions to a spreadsheet for tax purposes.
Convert EverBank checking statements to CSV for monthly bookkeeping.
Extract EverBank CD statements to document interest earned for tax filing.
Export EverBank money market transactions to a spreadsheet for financial planning.
Upload your PDF now. No credit card required — 15 pages free.
Convert a EverBank statement free