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 auto-deleted in 24 hours 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.