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Bank Statements

How to Download & Convert M&T PDF Bank Statement

Zawwad Ul Sami

• 4 min read
How to Download M&T Bank Statement

Tracking your finances is easier when you regularly review your bank statements. M&T Bank simplifies this by providing online access to download statements in PDF format. 

However, PDFs can be restrictive for organizing and analyzing data. By converting these statements into Excel (.CSV) files, you can better manage your finances through categorization, budgeting, and tracking trends. 

This guide will show you how to download and convert your statements seamlessly.

How to Download M&T Bank Statement 

Follow these simple steps to download your M&T Bank statement as a PDF file:

  1. Visit the Official Website: Open your web browser and go to the M&T Bank official website.
  2. Log In: Enter your username and password to securely access your account.
  3. Navigate to the "Accounts" Section: Once logged in, find and click on the "Accounts" option from the main menu.
  4. Click on "Statements": Select the "Statements" tab to view your available bank statements.
  5. Choose a Time Period: Select the specific time frame for the statement you wish to download, such as the current month or a custom date range.
  6. Download the PDF: Click the "Download" button to save the statement as a PDF file to your device.

Why Convert PDF Statements to Excel?

Converting your M&T Bank statements from PDF to Excel offers several key advantages, making financial management easier and more efficient:

  1. Simplifies Tracking and Categorizing Expenses
    • Excel allows you to sort and filter transactions by date, category, or amount, giving you a clear picture of your spending patterns.
    • Grouping expenses into categories, such as groceries, bills, or entertainment, becomes effortless, helping you stay organized.
  2. Facilitates Budgeting and Financial Analysis
    • Use Excel’s formulas and functions to create budgets, calculate totals, and track monthly spending against your financial goals.
    • Quickly analyze trends, such as recurring expenses or areas where you can save money.
  3. Customizable for Specific Financial Needs
    • Excel provides the flexibility to create charts, graphs, and summaries tailored to your unique financial requirements.
    • Whether preparing for taxes, building a personal budget, or managing business expenses, Excel lets you adapt the data to fit your goals.

There are two main methods to convert your M&T Bank statements from PDF to Excel (CSV):

Option 1: Manual Entry

You can manually input the data from your PDF statement into an Excel spreadsheet.

  • Advantages: No need for additional tools; full control over formatting.
  • Drawbacks:
    • Extremely time-consuming, especially for lengthy statements.
    • Prone to errors, such as incorrect amounts or missed transactions.
    • Not practical for frequent or detailed financial tracking.

Option 2: Using an Online Conversion Tool

A faster, more efficient method is to use a tool like Convert My Bank Statement, which automates the process.

Benefits of Convert My Bank Statement

  • Quick and accurate conversion, saving time and effort.
  • A free plan for up to 5 pages daily, ideal for occasional users.
  • Affordable subscription plans for users with larger or frequent conversion needs.

Steps to Convert Using Convert My Bank Statement

Below are the steps you need to take to convert your bank statements:

  1. Visit the Website: Go to convertmybankstatement.com. On the homepage, click the button labeled "Click here to convert a PDF" to begin.
  2. Upload the PDF Statement: Select and upload your M&T Bank PDF statement by browsing your device. Ensure the correct file is chosen.
  3. Initiate the Conversion: Once the file has been uploaded successfully, click the "Convert" button to start processing the statement.
  4. Preview the File: After the conversion is complete, the tool will preview the Excel (.CSV) file. Review the data to ensure everything looks accurate.
  5. Download the Converted File: If the preview meets your expectations, click the "Download" button to save the Excel file to your device.
  6. Open and Use Your Excel File: Locate the downloaded file on your computer, open it in Excel, and begin organizing or analyzing your financial data.

Alternative Methods to Obtain M&T Bank Statements

If downloading your M&T Bank statements online isn’t an option, here are other ways you can access your financial records:

1. Requesting Physical Copies by Email

How to Request: Contact M&T Bank’s customer service to request a printed copy of your statement. This can often be done by phone or through your online banking account.

Considerations:

  • Processing fees may apply for mailed statements.
  • Delivery can take a few business days, so plan accordingly if the statement is needed urgently.

2. Visiting a Branch in Person

What to Do: Visit your nearest M&T Bank branch and request a printed copy of your statement from a bank representative.

Benefits:

  • Immediate assistance with obtaining statements or resolving account-related issues.
  • Access to archived or older statements that may not be available online.

3. Using the Mobile Banking App

How to Use:

  • Log in to the M&T Bank mobile app using your credentials.
  • Navigate to the "Statements" section within the app.
  • Select the desired statement period and download it directly to your smartphone or tablet.

Advantages:

  • Convenient for accessing statements on the go.
  • Provides a quick and easy way to save and view your statements without needing a desktop.

Conclusion

Managing your finances is easier when you have regular access to your bank statements. 

M&T Bank provides convenient ways to download statements online, and converting them into Excel (CSV) files enhances their usability for organizing, categorizing, and analyzing your data.

This guide has outlined how to download and convert your statements effectively, whether through manual entry or tools like Convert My Bank Statement.

FAQs

Can I retrieve M&T Bank statements older than what is available online?

Yes, you can request archived statements by contacting M&T Bank’s customer service. There may be a fee, and processing times can vary depending on the specific records you need.

Are there fees for downloading statements using the M&T mobile app or website?

No, downloading your statements via the mobile app or website is free of charge. However, fees may apply if you request physical copies or archived statements.

Can I use conversion tools like "Convert My Bank Statement" for password-protected PDFs?

Most online tools, including Convert My Bank Statement, may not support password-protected PDFs. If your statement is protected, you’ll need to remove the password or request an unprotected version from M&T Bank.

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