Convert BMO (US) Bank Statement to Excel
BMO's US deposit statements follow the classic two-column American style: withdrawals and deposits listed with dates, descriptions, and balance figures, debits and credits kept apart. Familiar, but slow to transcribe, because every row forces a decision about which amount column it belongs in — and one entry placed on the wrong side throws the whole month off by double the amount. SheetMyBank makes that decision programmatically, keying each transaction into the correct debit or credit column, then ties the completed list back to the beginning and ending balances so a misplaced entry can't survive to the export.
In BMO Digital Banking, open the Accounts section, use the drop-down menu, and select Statements; the same screen handles going paperless. Retention varies by product: US credit cards carry 24 months of eStatements, while business clients on Online Banking for Business can reach up to seven years via eStatements under the Account Information tab. However you obtain the PDF, processing never crosses the network — your browser does the reading, the reconstruction, and the balance reconciliation on its own.
Drop your BMO (US) statement here (PDF or photo)
Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).
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BMO (US) statement FAQ
How do I download statements in BMO Digital Banking?
After logging in, go to the Accounts section, select the drop-down menu, and choose Statements. From that page you can view and download PDFs and switch the account to paperless delivery. Business users on Online Banking for Business go to Account Information, then eStatements.
I bank with BMO in the US — do Canadian instructions apply to me?
No. BMO Bank N.A. (US) and BMO Canada run separate online banking systems with different menus and retention policies, and much of what's written online describes the Canadian side. This page covers US accounts; the converter handles the US statement format either way.
How far back can I retrieve BMO US statements?
It depends on the product: personal and business credit cards provide 24 months of eStatements, and business accounts on Online Banking for Business archive up to seven years. For personal deposit accounts, BMO doesn't publish a figure, so keep your own PDF archive.