BMO Bank Statement to Excel & CSV

Convert Bank of Montreal (Canada) PDF statements to Excel or CSV. Review MMM DD dates and CAD amounts against the layout checkpoints below. Unavailable balance checks are not passes; a standard file may include flagged discrepancies.

Last updated 2026-10-19

Profile review and source checks

Reviewed 2026-10-19. Bank of Montreal, Canada: layout notes reviewed; not a conversion test of every statement or a bank endorsement. Confirm the period and headers.

Synthetic CAD example for Bank of Montreal: opening 1,000.00 + receipt 100.00 - payment 100.00 = closing 1,000.00. Omitting both rows still balances.

What does a BMO statement PDF look like?

Printed structure: PDF with Date, Description, Withdrawals ($), Deposits ($), running Balance ($), no year printed in the date column

Date notation: MMM DD. Money notation: C$ CAD. Observed statement size: 3–10 pages.

What fields does Bank of Montreal print on each transaction row?

Check these Bank of Montreal layout details against your PDF:

  • BMO checkpoint 1: AIR MILES bonus credits can appear as separate single-line deposits; review them as transaction rows rather than statement rewards summaries
  • BMO checkpoint 2: Bilingual (English / French) statements for BMO Québec — column headers auto-mapped rather than assumed to be English
  • BMO checkpoint 3: USD-side rows on dual-currency Premium Plan statements are kept with a CAD equivalent column rather than converted and discarded
  • BMO checkpoint 4: BMO's US retail arm (BMO Harris, now BMO Bank N.A.) issues statements on a completely different USD-native template — this profile covers Canadian-issued CAD statements only

Checkpoint for Bank of Montreal

Before importing CAD values, review this source feature: AIR MILES bonus credits can appear as separate single-line deposits; review them as transaction rows rather than statement rewards summaries. Keep the MMM DD date column and original narration together while comparing the 3–10 pages with the PDF.

Reviewing Bank of Montreal output

Compare MMM DD dates, CAD signs and page boundaries with the Bank of Montreal PDF. Check the first and final transactions; reconciliation alone cannot prove completeness.

Bank of Montreal export and review resources

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