How to download your BMO bank statement as a PDF

If you bank with BMO, your monthly statement is the most accurate record of what you actually spent. Downloading it as a PDF takes a few minutes — and once you have the file, you can upload it to Vereloop Finance for automatic transaction parsing, spending categories, and month-over-month trends without manual spreadsheet entry.

BMO menus change slightly over time, but the flow below matches BMO Online Banking for personal chequing and savings accounts as of 2026. If your screen looks different, look for Statements or Documents under your account.

Download a BMO statement (web)

1. Sign in at bmo.com and open Online Banking.
2. Select the chequing or savings account you want.
3. Open Statements & documents (sometimes under More services or the account menu).
4. Choose the statement period you need — start with the last 2–3 months for a useful spending baseline.
5. Click Download or View PDF, then save the file to your computer or phone.
6. Repeat for each month you want to analyze.

Mobile app (BMO)

1. Open the BMO Mobile Banking app and sign in.
2. Tap your account, then look for Statements or Documents.
3. Select the month and use Share or Save to Files to store the PDF.

Tip: PDFs work better than screenshots — they preserve transaction text so parsers can read dates, amounts, and merchant names reliably.

What to do with the PDF next

A PDF sitting in your Downloads folder does not help you budget. The useful step is turning it into structured data:

• Upload each statement PDF to the Parse page.
• Review auto-assigned spending categories and fix any one-off tags.
• Analyze trends on the Analyze page — filters by month, category, and account.
• Ask questions with the built-in AI assistant about your uploaded data.

New to PDF-based tracking? Read why bank PDFs beat manual spreadsheets and why PDFs need a parser for the bigger picture. Also see our Scotiabank and TD export guides.

Common issues

• Only see HTML? Use the PDF download option, not “print to PDF” from a web page unless PDF is unavailable.
• Joint account? Download from the account that holds most day-to-day spending first.
• Multiple BMO accounts? Upload each account’s statements separately — Vereloop tracks account type per upload.

Privacy reminder

Vereloop Finance is free for the community — no ads, no selling your data. Your statements stay scoped to your account. See our security overview on the Get Started page.