How to Convert a BMO Statement to Excel or QuickBooks

BMO Online Banking and the mobile app show recent activity, but older periods, closed accounts, and prior tax years come down as PDF statements. Here's how to convert a BMO (Bank of Montreal) statement PDF into Excel, CSV, or a QuickBooks/Xero-ready file, scanned copies included.

Get your BMO statement PDF

1. Sign in at bmo.com (or the BMO app).
2. Open the account and go to Statements / Documents.
3. Choose the statement period and download the PDF. BMO keeps several years of statements online.

BMO business accounts (BMO for Business) work the same way.

Convert it

1. Open Convert Bank Statements and drop the BMO PDF in.
2. Every transaction is extracted automatically — no template setup.
3. Check the balance badge: Balanced means opening balance + deposits − withdrawals equals the printed closing balance.
4. Export as Excel, CSV, OFX, or QuickBooks .QBO and import into QuickBooks, Xero, or Wave.

BMO-specific tips

• Older statements are the whole point. Feeds and downloads cover recent activity; anything older is PDF-only — the catch-up scenario this is built for.
• BMO Mastercard credit-card statements convert with correct charge/payment polarity.
• Consistent dates. The export keeps one date format so the import doesn't shift transactions.
• Scanned or photographed statements work too; the balance check catches OCR misreads. See the scanned statement guide.

Is it accurate?

Every account is reconciled the way a bookkeeper would check it. If a row breaks the math, it's flagged for review instead of silently exported. Details on our security page.

FAQ

Does this work for BMO Mastercard statements? Yes — chequing, savings, business, and credit-card statements, digital or scanned.

How far back can I go? As far as your PDFs go. BMO keeps several years online; anything you have as a PDF converts.

Is my data safe? Your PDF is auto-deleted in 24 hours and never used to train AI. See our Privacy Policy.

How much does it cost? 15 free pages on sign-up. Page packs start at $12 and never expire. See pricing.

Convert a BMO statement now →

Related guides

• Convert a Scotiabank statement
• Convert a CIBC statement
• Import a bank statement into Wave (CSV or OFX)
• Convert a scanned bank statement (OCR)

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Not affiliated with or endorsed by BMO. BMO and Bank of Montreal are trademarks of Bank of Montreal. QuickBooks is a trademark of Intuit Inc.