How to Convert BMO Bank Statements to Excel and CSV

Managing your financial records in Canada can be frustrating when your bank only provides PDF versions of statements. If you're a BMO customer, you've likely searched "download csv file Bank of Montreal" or "how to download BMO bank statement in Excel", hoping for an easy solution. Unfortunately, like many Canadian banks, BMO does not offer a direct way to export your full bank or credit card statements in Excel or CSV format.

Whether you're preparing for your CRA tax declaration, tracking business expenses in QuickBooks CA, or simply organizing your household finances, converting your BMO bank statement to Excel or CSV format is essential. In this guide, we’ll walk you through how to export BMO bank statements to Excel and CSV using StatementSheet, the best bank statement converter available to transform your PDF bank statements into accurate, editable spreadsheet files.

Can You Download BMO Bank Statements Directly in Excel or CSV ?

Short Answer: No, not directly from BMO Online Banking.

When you log in to your BMO online banking, you can access your bank account or bank credit card statements, including key transaction details, account number, and statement periods. But your only download option is a PDF format — not Excel or CSV. Although BMO provides access to monthly and historical statements, the files are formatted for visual review, not accounting or analysis. So if you're asking "how to download BMO bank statement in CSV", you’ll need a bank statement converter like StatementSheet.

Why Convert BMO PDF Bank Statements to Excel or CSV ?

BMO statements in PDF form are useful for archival purposes, but not ideal when you need to extract and analyze transaction data. Here’s why converting them to CSV or Excel format is a smart move:

• Organize Business Expenses

  Using Excel or CSV format allows you to easily filter, categorize, and summarize expenses for GST/HST filings, income tax prep, or to integrate into QuickBooks CA or Quicken.

• Budgeting & Personal Finance

  Tools like Excel let you build custom budgets, chart spending patterns, and identify recurring charges, fees, or subscriptions.

• Audit and Reporting

  Whether you're an independent contractor in Montréal or managing a small business in Toronto, exporting bank data to spreadsheets supports easier year-end reporting.

• Compatible with Canadian Software

  CSV format is accepted by major accounting platforms in Canada, including Wave, QuickBooks Canada, and Xero.

• Supports CRA and Revenu Québec Standards

  Organizing your records in spreadsheet format streamlines compliance with Canadian tax agencies, especially during self-employment tax season.

Why Use StatementSheet ?

if you're looking to convert BMO bank statements to Excel or CSV format accurately, StatementSheet is the most effective solution available in Canada. It’s an advanced OCR-powered platform that extracts clean transaction data from PDFs — even scanned statements — and converts them into fully editable spreadsheet formats.

• ✔️ Works with Canadian currency (CAD $)
• ✔️ Compatible with Canadian tax and accounting tools like QuickBook CA
• ✔️ Supports BMO credit card and chequing/savings accounts
• ✔️ Converts scanned or digital PDF bank statements
• ✔️ Output in Excel (.xlsx) and CSV format
• ✔️ Secure, encrypted file handling, compliant with Canadian privacy laws
• ✔️ Smart dropdown menu UI, no technical skill required

How to Convert BMO PDF Bank Statements in Three Easy Steps

Follow these steps to convert your BMO bank statement to Excel or CSV using StatementSheet:

Step 1: Download Your BMO PDF Bank Statement

1. Log in to your BMO Online Banking or BMO Mobile App
2. Navigate to “Accounts” and select the appropriate bank account or credit card
3. Choose your desired statement period
4. Click on “View eStatement” or “Download Statement”
5. Save the PDF file to your computer

Step 2: Upload your PDF Bank Statement

Step 3: Our smart engine converts it to a structured Excel or CSV file.

Step 4: Check result & Download your converted document instantly

Frequently Asked Questions

Tips for Managing BMO Bank Statements

Once you’ve converted your BMO bank statements into Excel or CSV using StatementSheet, you’re in a perfect position to better manage your financial data and meet Canadian accounting standards. Here's how to make the most of your converted files, whether you're self-employed in Montréal, a small business owner in Toronto, or just budgeting for household expenses:

• Sort transactions by date, merchant, or category

  This helps you track spending habits across various statement periods and identify recurring charges — like utility bills, subscriptions, or BMO credit card payments.

• Filter by account number or transaction type

  Useful if you manage multiple accounts with BMO (e.g., chequing, savings, and business) and want to monitor specific bank account activity.

• Use Excel pivot tables

  Create detailed monthly summaries and custom reports from your converted BMO bank statement Excel file, great for expense reports, tax prep, or business planning.

• Organize files by date and account

  Rename files using a consistent format like “BMO_Chequing_Jan2025.xlsx” or “BMO_Mastercard_March2025.csv” to stay organized and speed up searches.

• Store securely in the cloud

  Use encrypted cloud storage like OneDrive, Google Drive, or Dropbox to keep your data safe and accessible, especially helpful during CRA audits, mortgage applications, or grant submissions.

Final Thoughts: Streamline Your Finances with StatementSheet

Trying to manage finances using static PDF files is outdated — especially in a city like Montréal where freelancers, small businesses, and families need fast access to data. StatementSheet brings modern efficiency to your BMO online banking experience.

Whether you're converting BMO bank statement to CSV for use in Excel, or exporting credit card statement to Excel for budgeting, this tool makes the process effortless.

Stop wasting time with manual data entry. Take control of your financial life today.
➡️ Visit today StatementSheet now to convert your BMO bank statements to Excel or CSV.