Your bank · United States

Exporting from Navy Federal Credit Union.

About a minute, on Navy Federal Credit Union's website. Berm has been tested on a file laid out like the one it gives you.

The steps

  1. Sign in at navyfederal.org and open your checking account.
  2. Open the account’s transaction history.
  3. Choose Download or Export.
  4. Pick CSV and the dates, then download the file.

What the file holds

  • Amounts have no sign; a column beside them says Debit or Credit.
  • Dates month first (08/13/2026).
  • No running balance, so Berm asks for your balance once, on a slider.

Then

Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.

Last updated September 2026. Banks change their websites; if this no longer matches Navy Federal Credit Union's, tell us.