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BMO

Convert your BMO statement to CSV or Excel

Upload your BMO statement and get a clean, structured spreadsheet in seconds.

Upload your BMO PDF PDF up to 20MB or 50 pages

First conversion free · No sign-up needed · PDF never stored

Balance-checked

Every conversion is reconciled against the statement's own printed totals.

Processed in memory

Your PDF is parsed and discarded. It is never written to disk.

Up to 50 pages

Handles multi-month statements up to 50 pages or 20MB per upload.

How it works

  1. STEP 1

    Upload the PDF

    Drop in the statement. Password-protected files are unlocked with the password you supply.

  2. STEP 2

    Rows are extracted

    Dates, descriptions, amounts and running balance are read into the seven standard columns.

  3. STEP 3

    Download the CSV

    Open it in Excel, Google Sheets, QuickBooks or Xero.

Built for the quirks of BMO statements

A BMO eStatement is a sparse, wide-margin Canadian retail layout rather than a dense grid, and that sparseness is exactly what breaks naive extraction. Transactions run down the page as Date, Description, and separate withdrawal and deposit money columns, with a Balance figure that is not reprinted on every single line — it appears where the day's running total changes, leaving visual gaps down the balance column. Descriptions carry the Canadian payment vocabulary in full: INTERAC e-Transfer strings, pre-authorized debit merchant names, cheque numbers, and point-of-sale entries that regularly need a second line. The statement closes with an opening-and-closing balance summary that makes the whole file checkable rather than merely readable.

What the output looks like

Seven standard columns VERIFIED
DateNarrationReferenceValue DateDebitCreditBalance
01/04/2025Opening balance01/04/202512,480.00
03/04/2025Card payment - groceryREF4482103/04/202564.2012,415.80
07/04/2025Salary creditREF4490307/04/20253,200.0015,615.80
12/04/2025Standing order - rentREF4501012/04/2025950.0014,665.80

Illustrative rows. Every conversion is checked so that opening + credits − debits = closing.

Your statement stays yours

Never stored

The PDF is processed in memory and discarded when the conversion finishes.

Proven, not guessed

Output is labelled VERIFIED, DISCREPANCY or FAILED so you know what you got.

30-day history

Past conversions are kept for 30 days and you can delete them at any time.

Scans handled

Scanned or photographed statements fall back to OCR automatically.

Questions

BMO's download runs out. What about older periods?

BMO's transaction download covers a limited recent window — BMO does not publish the figure, so check what your own date picker offers — while eStatements are archived for seven years and cover chequing, savings, credit card and line of credit accounts. So for anything past that window — a mortgage file, a CRA query, a year-end handoff — the PDF eStatement is what you actually have, and converting it is the practical route to CSV.

Does this work for BMO Mastercard statements too?

Yes. A BMO Mastercard statement is a PDF like any other and follows the same upload flow, but it is structurally a different document: BMO builds it around a "Summary of account activities" block, a rewards section, an interest-rate section and a payment slip, with two date columns rather than one and credits marked with a trailing CR. There is no running account balance, so verification uses the summary figures.

How do I know nothing was dropped?

Every conversion is reconciled against the statement's own printed numbers — the balance chain where BMO prints it, and the opening/closing totals. The result is labelled VERIFIED, DISCREPANCY or FAILED, and a DISCREPANCY points at the row where the arithmetic stops agreeing so you can check it yourself. Full walkthrough in the BMO statement to CSV guide.

Try it on your next statement

Your first conversion is free — no account needed. Pro is /month for high-volume, month-end work.

Convert your BMO statement

Prefer the long version? Read the full BMO statement to CSV guide, including BMO's own export options.

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