To convert a Canadian bank statement to Excel, download the eStatement PDF from your bank's online banking or app and upload it to our bank statement converter. Each transaction comes back as a row with its date, description, amount and balance, ready to save as Excel or CSV.
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Canadian bank statement guides
Each of these four banks has a full guide, with where the eStatement is, how long it's kept and what the bank's own downloads offer.
- RBC statement to Excel guide: archived eStatements are free for up to 7 years, and for credit cards View eDocuments shows the last 6 statements.
- TD Canada Trust statement to Excel guide: EasyWeb keeps up to 7 years from when you switched to online statements, and Account Activity has a Spreadsheet (.CSV) download. Banking with TD in the US? See the TD Bank guide.
- Scotiabank statement to Excel guide: statements go back up to 7 years under Documents, and the website downloads transactions for QuickBooks one statement period at a time.
- BMO statement to Excel guide: statements are saved for up to seven years, and BMO says eStatements look the same as paper ones.
What Canadian bank statements have in common
All four banks keep eStatements online for up to seven years, issue them as PDFs and list chequing transactions with a date, description, amount and, usually, a balance.
The top of a chequing or savings statement gives your name, the account number and the statement period. Scotiabank's statements centre describes the transactions you'll see: deposits, withdrawals, bill payments, fees and interest. Withdrawals and deposits may sit in separate columns. The converter puts them into one amount column, with withdrawals as negative numbers, and tests each printed balance against the one before it.
Date styles vary between banks and statements. Some use written dates such as Mar 12 with no year on the row, so the converter takes the year from the statement period. If your statement uses numbers only, check the first few rows after converting to make sure the day and month came out the right way round.
Bank downloads aren't consistent either. TD Canada Trust offers a CSV of account activity, and Scotiabank offers QuickBooks and QFX (Quicken) files, while we couldn't confirm a personal CSV download on RBC's or BMO's own pages. Any of these downloads follows the dates you pick, not the statement period, and none carries the printed balances. RBC calls its eStatements read-only PDF versions of your statements, which is why converting the PDF is the way to get a spreadsheet that matches the statement.
Paper costs extra at some banks. RBC lists monthly fees for paper statements, and Scotiabank says a fee may apply for copies from a branch.
Keeping statements for the CRA
The Canada Revenue Agency says you must keep required records and supporting documents for six years from the end of the last tax year they relate to; for individuals, that tax year is the calendar year. See the CRA's page on how long to keep your records.
The CRA also accepts records on paper, electronically or both, as its keeping records page explains. Six years is close to the seven your bank keeps online, so save the PDFs before closing an account or switching banks; RBC, for one, doesn't give access to eDocuments for closed accounts.
Canadian bank statement questions
Can I convert a statement from a Canadian bank that isn't listed?
Yes. The converter reads PDF statements from any bank or credit union, not only the four above. You'll find every guide on the all bank guides page.
Does it work for chequing, savings and credit card statements?
Yes. Chequing and savings rows keep withdrawals negative and deposits positive. On a credit card statement, purchases come out negative and payments positive.
Is a bank's CSV download the same as a converted statement?
No. A CSV download covers the date range you choose and has no statement balances. A converted statement matches the PDF row for row, with each running balance checked.
Can I import the result into QuickBooks?
Yes. QuickBooks takes the free CSV, and paid plans add QuickBooks (.qbo), OFX and QIF files. Importing into QuickBooks walks through it.
How many pages can I convert for free?
You can convert 3 pages a day without an account, or 15 with a free account. If you aren't signed in, uploaded files are deleted after 24 hours.