Convert a MAX Credit Union statement to Xero
Turn a MAX Credit Union statement PDF into a clean, reconciliation-ready Xero import file in under a minute — no template setup, including many credit union formats that template-based tools struggle with.
How to convert your MAX Credit Union statement
- Upload the PDF. Drag your MAX Credit Union statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download Xero. Get a Xero import file that's ready for your books.
Why BankTidy handles MAX Credit Union statements that other tools miss
MAX Credit Union is a member-owned, not-for-profit cooperative whose share-draft statements list dividends and fees on separate lines, a structure that often trips up template-based converters. Bookkeepers convert its share savings and share-draft (checking) statements, plus any credit-union card activity, and keeping those dividend and fee lines correctly placed matters for a clean import. BankTidy reads the MAX Credit Union PDF as downloaded without a preset template and verifies that every extracted transaction, including those separate dividend and fee entries, ties back to the printed closing balance, delivering a CSV, Excel, QuickBooks, or Xero file that is ready to reconcile.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my MAX Credit Union statement?
Yes. You upload a statement you already have — there's no MAX Credit Union login and no account linking. Files are processed only to produce your Xero import file and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my MAX Credit Union statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the Xero output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many MAX Credit Union statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
Don't see your bank? Request it.
Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.