Convert BMO statements to Excel or CSV
BMO's own transaction download usually stops at recent activity, so older months have to come from the PDF eStatements in BMO Online Banking. BankConv turns those eStatements into an Excel, CSV or Google Sheets file, keeping amounts deducted, amounts added and balance in their own columns.
Updated
Download your BMO eStatement
- 1.Sign in to BMO Online Banking (bmo.com) or the BMO app.
- 2.Select the chequing or savings account.
- 3.Look for Statements or eStatements and pick the statement period.
- 4.Download the PDF. Repeat for each month;
Do you need to convert at all?
BMO Online Banking usually lets you download recent account transactions as a file for spreadsheets or money software. The options shown depend on the account type and on whether you use personal or business online banking.
Recent transactions only, and usually from Online Banking on a computer rather than the BMO app. Past statement periods are PDF eStatements, which BMO keeps for up to seven years.
BMO export formats: CSV
What to know about BMO PDFs
- Deducted and added, not debit and credit
- Personal BMO statements usually label the money columns Amounts deducted from your account and Amounts added to your account. Both are positive numbers. Keep them as two columns, or build one signed amount (added minus deducted) before you import.
- Dates without a year
- Transaction dates usually print as short month and day (for example Sep 03). The year comes from the statement period, so check rows on a statement that runs from December into January.
- Opening and closing balance lines
- The table usually starts with an Opening balance line and ends with a Closing totals line. They carry balances, not transactions, so leave them out when you sum the money columns.
Converting BMO eStatements
BMO eStatements are usually text-based PDFs, so each transaction line normally becomes one row.
- Download the monthly PDF eStatements from BMO Online Banking.
- Upload them to BankConv, up to 10 at a time.
- Check the rows, then export Excel or CSV.
Use the PDF route when you need months older than the transaction download covers, or when an accountant or lender asks for full statements. The statement carries the opening and closing balances, which a transaction download doesn’t.
What to check before you import
The statement summary lists the opening balance, total amounts deducted, total amounts added and the closing balance. Use it to check the result yourself.
- Totals: sum each money column, leaving out the opening and closing lines, and compare with the summary.
- Balance: opening balance + amounts added − amounts deducted should equal the closing balance. With an opening balance of 2,480.15, the sample rows above end at 4,628.20.
- Year: add the year to each date from the statement period.
To bring the rows into QuickBooks, see importing into QuickBooks. Other Canadian banks are on the Canadian banks page.
Columns you get
| Date | Description | Amounts deducted from your account | Amounts added to your account | Balance |
|---|---|---|---|---|
| Sep 03 | INTERAC e-Transfer Received J SMITH | 200.00 | 2,680.15 | |
| Sep 05 | Pre-Authorized Payment ENBRIDGE GAS | 94.37 | 2,585.78 | |
| Sep 08 | Payroll Deposit ACME CANADA LTD | 2,105.60 | 4,691.38 | |
| Sep 10 | Debit Card Purchase SOBEYS #412 | 63.18 | 4,628.20 |
Sample rows in BMO's layout, fictional data. First 5 pages free to check.
Deleted after 24 hours
Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.
Read only to extract transactions
Your statement is read (with OCR for scans) to pull out the transaction rows you download.
Encrypted in transit
Uploads and downloads use HTTPS (TLS).
Passwords never stored
The password of a protected PDF is used once to open the file.
No bank login
BankConv works from the PDF you download, never from a connection to your bank.
BMO statement questions
Can I download BMO transactions as CSV?
Usually yes, for recent activity, from BMO Online Banking on a computer. For past months, download the PDF eStatements and convert them in BankConv to CSV or Excel.
How far back can I get BMO statements?
BMO keeps eStatements online for up to seven years. Download the PDFs for the months you need and convert up to 10 at a time.
Does this work for BMO business account statements?
Yes. Business statements can use different column names, but BankConv reads the table on the page, so they convert the same way.
Other Canada banks
- RBC Royal Bank
- TD Canada Trust
- Scotiabank
- CIBC
- National Bank of Canada
- Desjardins
- Tangerine