Finance workflow

Separate Specific Months from Your Bank PDF

Banks often provide a single PDF for the entire year, but underwriters only want the last 60 days. Extract exactly what you need locally, keeping the rest of your financial history private.

Local WebAssembly extraction. No data logging. · Browser session · Finance

Steps

  1. 01

    Statement Load

    Select your multi-month bank PDF.

  2. 02

    Month Extraction

    Identify and select the pages for the required dates.

  3. 03

    Private Save

    Download only the relevant months for your lender.

Workflow notes

Protecting Your Financial Privacy

You don't always want your mortgage lender to see every transaction from the last year. By separating specific months from your bank PDF, you provide only the data required for the loan, maintaining your personal privacy.

Underwriter Compliance

A clean file is a fast file. Underwriters appreciate receiving exactly the pages they asked for. Our browser-based PDF splitter helps you prepare a professional, compliant loan package in minutes.

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How this browser-based PDF workflow runs

Supported DocuStitch tools process documents in the current browser session instead of sending the job to a remote processing queue.

Files are handled as browser file objects and generated outputs. Review each tool's route labels and limits before selecting sensitive documents.

For separate specific months from your bank pdf, use the tool's visible processing route and output checks as your source of truth.

Related workflows

FAQ

Is it legal to split a bank statement?

Yes, as long as you are providing complete, unaltered pages for the months requested by your lender.

DocuStitch is not a financial institution or mortgage broker. DocuStitch provides document tools and workflow guidance, not legal, financial, medical, or immigration representation. Review generated files before sharing them externally.
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Security Protocol for Finance

Local WebAssembly extraction. No data logging.

  • Yearly Bank Statement Archives
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### Protecting Your Financial Privacy You don't always want your mortgage lender to see every transaction from the last year. By **separating specific months from your bank PDF**, you provide only the data required for the loan, maintaining your personal privacy. ### Underwriter Compliance A clean file is a fast file. Underwriters appreciate receiving exactly the pages they asked for. Our **browser-based PDF splitter** helps you prepare a professional, compliant loan package in minutes.