Convert M&T Bank statements to Excel or CSV
M&T eStatements stay online for up to 7 years while you're enrolled, but they disappear from the website once an account is closed, so save the PDFs first. Data Export only covers recent transaction history. BankConv converts each saved eStatement into Excel, CSV or Google Sheets.
Updated
Download your M&T statement
- 1.Log in to M&T Online Banking. If you haven't switched to eStatements, open Statement Delivery Settings and accept the Digital Services Agreement first.
- 2.Open the statements area for the account (M&T calls the service Statements and Notices).
- 3.Choose the statement month and save the PDF.
- 4.Repeat for each month.
Do you need to convert at all?
M&T Online Banking has a Data Export feature for recent transaction history, for use in personal finance software such as Quicken or a spreadsheet such as Excel. Direct Connect to Quicken or QuickBooks is a separate service.
Data Export covers recent transaction history on certain accounts only. eStatements are kept online for up to 7 years while you stay enrolled.
M&T Bank export formats: Spreadsheet, Quicken, QuickBooks (Direct Connect)
What to know about M&T Bank PDFs
- Statements vanish when the account closes
- M&T's Digital Services Agreement says electronic documents are no longer available on the website once an account is closed, and recommends saving copies as they arrive. Download what you need before closing an account.
- Up to 7 years, but only while enrolled
- M&T keeps eStatements for up to 7 years for checking, savings, CDs, credit cards, loans, lines of credit, mortgages and home equity accounts, as long as you stay enrolled in electronic delivery.
- Short search window in the app
- The M&T Mobile Banking app searches account transactions up to 90 days old. For anything older, use the PDF statements.
- Dates without a year
- Dates usually look like 09/02, with no year. Take the year from the statement period, and check December–January statements row by row before you sort.
An eStatement saved from M&T Online Banking is usually a text-based PDF, so the rows come through without much cleanup. Save them while you’re enrolled and before you close an account, because that’s when online access ends.
How to get M&T transactions as CSV
M&T’s Data Export handles recent activity; for older months, convert the PDF eStatements.
- Recent activity: in M&T Online Banking, open the account and look for the export or download option above the transaction list. Pick a spreadsheet format if one is offered.
- Older months: save each monthly eStatement PDF, upload them to BankConv (up to 10 at a time), and export CSV or Excel.
The PDF route also suits lenders and accountants, because it includes the opening and closing balance.
What to check after converting
Use the totals on the statement to confirm the result yourself.
- Credits and debits: add up deposits and withdrawals separately and compare them with the summary at the top of the account section.
- Daily balances: if the statement lists daily balances, pick two or three dates and confirm your running total matches.
- Transfers: moves to your own M&T savings appear on both accounts’ statements.
For QuickBooks, see importing into QuickBooks. For more banks, see the US bank guides.
Sources: M&T: eStatements · M&T: Electronic Statements and Notices · M&T: Digital Services Agreement · M&T: Direct Connect for Quicken and QuickBooks · M&T: Mobile & Online Banking FAQs
Columns you get
| Date | Description | Amount |
|---|---|---|
| 09/02 | Direct Deposit Acme Corp Payroll | 2,315.00 |
| 09/03 | POS Debit Wegmans #012 Buffalo NY | -91.54 |
| 09/05 | Online Transfer To Savings XXXXXX1234 | -300.00 |
| 09/09 | National Grid Web Pmt | -112.80 |
Sample rows in M&T Bank'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.
M&T Bank statement questions
How far back can I get M&T statements online?
M&T says up to 7 years for checking, savings, CDs, credit cards, installment loans, lines of credit, mortgages and home equity accounts, as long as you stay enrolled in eStatements. Statements for a closed account are no longer available on the website.
Can I export M&T transactions to Excel or CSV?
M&T's Data Export lets you download recent transaction history for spreadsheet or personal finance software, on certain accounts. For older months, or a full statement period with balances, download the PDF eStatements and convert them in BankConv.
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