Convert M&T Bank Statements to CSV, Excel & QBO
M&T lets you export recent transaction history and charges $9.95 a month to connect Quicken or QuickBooks directly. Your eStatements go back up to 7 years and cost nothing. Drop one below and get the spreadsheet.
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What M&T Bank exports natively, and where it stops
M&T says less about its export than most banks do. This is what its own agreement and product pages commit to:
| Format | Where | History | The catch |
|---|---|---|---|
| Transaction export | Online Banking, on eligible accounts | Recent transaction history | M&T’s Digital Services Agreement allows export for Quicken-style software or Excel, on certain accounts. It names no formats or date range, and reserves the right to change formats without notice. |
| Direct Connect | Inside Quicken or QuickBooks | Ongoing, from when you enroll | Costs $9.95 per month. It feeds new activity forward and does not backfill years of history. |
| eStatements | Statements and documents in Online Banking | Up to 7 years | Covers checking, savings, CDs, credit cards, loans, and mortgages, as long as you are enrolled in electronic delivery. |
M&T Bank export behavior as of September 2026.
The export handles this month. Direct Connect handles next month, for a fee. Neither one helps with last year. The statements do, and CapyParse turns them into rows you can sort, total, and import.
From M&T Bank PDF to spreadsheet in two short steps
Download your M&T Bank statement PDFs
- 1Sign in to M&T Online Banking and open your statements and documents.
- 2Choose the account and the statement period. Enroll in eStatements first if you have not, since the 7-year archive depends on it.
- 3Download each statement as a PDF and upload them together.
Convert with CapyParse
- 1Upload the PDFs, digital or scanned, one statement or a whole year in a batch.
- 2Review every extracted transaction next to the original page, with anything unusual flagged for a quick check.
- 3Export CSV, Excel, or QBO. Multi-account statements come out as one clean file per account.
Built for the way M&T Bank prints statements
Statement PDFs carry more than a transaction list. CapyParse separates the ledger from everything around it:
Summaries are not transactions
Opening balances, totals, and daily balance summaries are read as context. They never appear as rows in your export.
Checks keep their numbers
Where the statement lists checks paid, the check number stays with the row, so you can match each one against your register.
Deposits and withdrawals stay signed
Whether a statement groups credits and debits in separate sections or prints them in one list, each row comes out with the correct sign and a running balance where one is printed.
Business statements run long
A busy business account produces statements of twenty pages or more. Rows that continue across a page break stay in order and are not duplicated.
Statements from the People’s United conversion
M&T completed its acquisition of People’s United on April 2, 2022, and converted those accounts over Labor Day weekend that year. If you banked with People’s United, your records from that year come in two layouts: People’s United statements before the conversion and M&T statements after it.
That matters at tax time and in any multi-year review, because the two sets look nothing alike. Upload both. Each statement is read on its own terms, and the exports share one column layout, so 2022 becomes one continuous table.
Three formats out, ready for your tools
CSV
Opens directly in Excel and Google Sheets with dates, descriptions, and amounts in separate columns. The universal import format for every accounting tool.
Excel (XLSX)
Native spreadsheet formatting, one sheet per account on combined statements, ready for pivot tables and formulas.
QBO for QuickBooks
A Web Connect file with the financial institution details QuickBooks verifies, so imports work on the first try instead of failing with a bank error.
Review everything before you export
Every extracted transaction appears next to the original statement page, with anything unusual flagged for a second look. Nothing leaves for your books until you have seen it.
50,000+
Pages converted
1,000+
Banks & credit unions
5
Export formats
Uploads are encrypted in transit, only you can access your documents, and you can delete them from your dashboard at any time.
M&T Bank conversion questions
How do I download an M&T Bank statement as a PDF?
Sign in to M&T Online Banking, open your statements and documents, choose the account and period, and download the statement. M&T keeps eStatements for up to 7 years as long as you are enrolled in electronic delivery.
Can I download M&T Bank transactions as a CSV?
M&T’s Digital Services Agreement says eligible accounts can export recent transaction history for personal finance software or spreadsheets such as Excel. It does not name the formats or the date range. For older periods, download the PDF statements and convert them with CapyParse.
How do I get M&T Bank statements into QuickBooks?
M&T offers Direct Connect for QuickBooks and Quicken at $9.95 per month, which brings in new activity going forward. For past periods, or to skip the fee, convert your PDF statements with CapyParse and export as QBO, then upload the file in QuickBooks under Banking, then Upload transactions.
How far back do M&T Bank statements go?
Up to 7 years online for checking, savings, CDs, credit cards, installment loans, lines of credit, mortgages, and home equity accounts. You need to be enrolled in eStatements for the archive to be available.
Does this work with People’s United statements?
Yes. People’s United accounts converted to M&T in September 2022. Statements from before and after the conversion both convert, and the exports use the same columns, so you can combine them into one file.
Is it safe to upload my M&T Bank statement?
All uploads are encrypted in transit via HTTPS. The free converter on this page processes your file in memory and does not keep it. When you sign up, your documents are stored securely in your account, only you can access them, and you can delete any document from your dashboard at any time.
Keep going
Convert your M&T Bank statements now
Try it free right on this page, no signup. Create an account for 10 more pages, Excel and QBO export, and batch uploads.
Start freeCapyParse is an independent tool and is not affiliated with, endorsed by, or sponsored by Manufacturers and Traders Trust Company.