AI-powered · Free to try

Convert BMO Bank statements to Excel or CSV

Upload any BMO Bank PDF statement and get a clean, structured spreadsheet in under 60 seconds.

No credit card required · 15 free pages

Supported BMO Bank statement formats

  • BMO Smart Advantage and Smart Money Checking (PDF)
  • BMO savings account statements (PDF)
  • BMO credit card statements (PDF)
  • BMO Business Checking statements (PDF)
  • BMO Harris legacy account statements (PDF)

About BMO Bank statements

BMO Bank (formerly BMO Harris) is the US retail banking subsidiary of Bank of Montreal, with a strong presence in the Midwest. After full rebranding from BMO Harris to BMO in 2023, statement formats were updated. Both legacy BMO Harris and current BMO formats are supported.

Your BMO Bank statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a BMO Bank statement

Four steps. Under a minute.

01

Download from BMO Online Banking

Log in at bmo.com, select your account, go to Statements & Documents, and download the PDF.

02

Upload to LedgerLift

Drop the PDF into LedgerLift. The AI reads the BMO layout and extracts every transaction.

03

Review and edit

Check the extracted table and fix any rows before exporting.

04

Export as Excel or CSV

Download your spreadsheet for accounting, budgeting, or tax prep.

Export BMO Bank transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert BMO Bank statements?

Common workflows that use BMO statement conversion.

Business checking reconciliation

Convert BMO Business Checking statements to CSV and import into QuickBooks or Xero monthly.

Personal budgeting

Export BMO checking and savings transactions to Excel for monthly expense tracking.

Tax preparation

Compile a year of BMO transactions into one spreadsheet for your CPA.

Credit card expense review

Convert BMO credit card statements to Excel for expense categorization.

Frequently asked questions about BMO Bank conversion

Does LedgerLift work with old BMO Harris statements?
Yes. Legacy BMO Harris PDFs from before the 2023 rebrand are recognized and extracted accurately.
Which BMO account types are supported?
All BMO retail checking, savings, credit card, and business checking accounts are supported.
How do I download a BMO statement as PDF?
Log in to bmo.com, select your account, click Statements & Documents, choose the period, and download.
How accurate is BMO statement extraction?
Digital BMO PDFs are typically 99%+ accurate. You can review and edit any row before exporting.
Can I batch-convert multiple BMO statements?
Accountant plan users can upload multiple PDFs at once. Pro and Free users process one at a time.

Ready to convert your BMO Bank statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a BMO statement free