How to Convert an M&T Bank Statement to Excel or QuickBooks

M&T Online Banking lets you download recent transactions, but the further back you go, the more you're left with PDF statements — a catch-up job, a prior tax year, a loan or financing application. Here is how to convert an M&T Bank statement PDF into Excel, CSV, or a QuickBooks .QBO file, scanned copies included.

Get your M&T Bank statement PDF

1. Sign in at mtb.com (or the M&T Mobile Banking app) and open the account.
2. Go to Statements & Documents for that account.
3. Choose the statement period and download the PDF. M&T keeps several years of statements online — enough for most catch-up work.

M&T business accounts (Business Checking, Tailored Business Checking) work the same way.

Convert it

1. Open Convert Bank Statements and drop the M&T PDF in.
2. Every transaction is extracted automatically — no template setup.
3. Check the balance badge: Balanced means beginning balance + deposits − withdrawals equals the printed ending balance.
4. Export as Excel, CSV, QuickBooks (.QBO), or OFX and import via QuickBooks' Upload from file.

M&T-specific tips

• Older statements are the whole point. M&T's transaction download only covers recent history; anything older is PDF-only. That's exactly the catch-up scenario this workflow is built for — convert a year of PDFs in one sitting.
• M&T Visa credit cards convert with correct charge/payment polarity, so QuickBooks doesn't read purchases as deposits.
• Combined statements that bundle checking, savings, and a line of credit export one Excel worksheet per account and separate .QBO blocks — no flattened mess.
• Scanned or faxed copies work too; the balance check is what 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 — so a misread digit can't sneak into your books. Details on our security page.

FAQ

Does this work for M&T credit-card statements? Yes — M&T checking, savings, and credit-card statements, digital or scanned.

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

Is my data safe? Your PDF is never stored and never used to train AI. See our Privacy Policy.

How much does it cost? Sign up and get 15 free pages. Page packs start at $12 and never expire — built for lumpy catch-up work, not subscriptions. See pricing.

Convert an M&T Bank statement now →

Related guides

• Catch-up bookkeeping: convert a year of statements
• Convert a bank statement to QuickBooks (.QBO)
• Convert a scanned bank statement (OCR)
• Convert a Citizens Bank statement

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Not affiliated with or endorsed by M&T Bank. M&T Bank and the M&T logo are trademarks of Manufacturers and Traders Trust Company. QuickBooks is a trademark of Intuit Inc.