How to download your KeyBank statement as a PDF
In KeyBank online banking, open "Doc Hub" at the top right of the page to find statements for checking, savings, credit card, loan and trust accounts. Pick the account and statement date and download the PDF. Mortgage statements are reached from the mortgage account itself.
Tips for converting KeyBank statements
KeyBank keeps up to 7 years of statements online for most account types, but only 2 years of tax documents.
What you get
- Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
- QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
- Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
- A reconciliation check: opening balance + money in − money out = closing balance.
Converting a lot of statements every month? Plans start at $9/month for 500 pages.