LedgerMatch
Navy Federal Credit Union CSV Export: Column Layout & Reconciliation Guide
Navy Federal uses fully verbose column names — "Transaction Date", "Transaction Amount", "Transaction Description" — rather than the short names most import tools look for. Auto-mapping tools that scan for "Date" or "Amount" find nothing and leave every field blank. The file also mixes share dividends and share drafts (checks) alongside regular transactions in the same export. This tool maps Navy Federal's full column names exactly and flags dividend rows for your review.
CSV format at a glance
- Date format: MM/DD/YYYY
- Amount layout: one signed amount column
- Negative values are debits. Positive values are credits.
Where to export the CSV
Sign in → Accounts → select account → View Transactions → Export → CSV
Common import issues
- Navy Federal column names are verbose ("Transaction Date" instead of "Date") — make sure you map the full column name in LedgerMatch.
- Navy Federal exports may include share drafts (checks) and dividends in the same file as regular transactions.
Useful setup tips
- Map Transaction Date → Date, Transaction Amount → Amount, Transaction Description → Description.
- Navy Federal descriptions are generally clean and complete — minimal cleanup required.