Convert M&T Bank CSV to QBO / QFX / OFX

Drop your M&T Bank CSV or Excel export below and get a M&T Bank → QuickBooks/Quicken/Xero file in seconds. Private — nothing leaves your browser.

🔒 No upload 🏦 M&T Bank (US) 💳 One-time $29
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Drop your bank CSV or Excel file here
or click to choose · .csv, .tsv, .xlsx, .xls
🔒 100% in your browser — nothing is uploaded

How to export your transactions from M&T Bank

BIG QUIRK FIRST: M&T's online banking does NOT offer a native CSV/Excel transaction export. From mtb.com you can only (a) download PDF statements, or (b) use Direct Connect / Web Connect to pull .QFX (Quicken) or .QBO (QuickBooks) directly into the software. So the realistic 'CSV' workflows for M&T are: (1) download the bank's own .QBO/.QFX (easiest for QuickBooks/Quicken - the file already carries identifiers QuickBooks trusts), or (2) export a PDF statement and run it through a PDF-to-CSV converter, which gives columns Date, Description, Amount (and often separate Debit/Credit + Balance). OFX identity for generating QFX/OFX is verified from ofxtools fi.cfg section [mtb]: ORG=ISC, FID=2601, OFX URL https://www.oasis.cfree.com/fip/genesis/prod/02601.ofx (OFX v220, cfree/Genesis gateway). NOTE the Intuit fidir.txt only lists 'M&T Bank Commercial Card' (Intuit ID 09449) and not a clean retail row, so retail ORG/FID rests on ofxtools (hence confidence=medium for the identity, though Direct Connect itself is officially supported). DATE FORMAT in M&T PDFs/exports: MDY (MM/DD/YYYY). If a converted CSV uses separate Debit/Credit columns, map debit->negative, credit->positive into one OFX amount. INTU.BID: no credible retail INTU.BID confirmed (the only fidir row is the Commercial Card 09449, which is a different product), so intuBid left blank - generate QFX/OFX (ORG+FID only) or use the native .QBO.

Once you have the file, drop it into the converter above. LedgerBridge auto-detects the date, amount and description columns — adjust the mapping if needed, choose QBO for QuickBooks (or QFX for Quicken, OFX for Xero), and download.

Tips for M&T Bank files

  • Choose MM/DD/YYYY as the date format if auto-detect guesses wrong.
  • If withdrawals come in as positive numbers, tick “Flip amount sign”.
  • For credit-card exports, set the account type to Credit card.
  • If QuickBooks rejects the file, open Advanced and confirm the INTU.BID — selecting “M&T Bank” in the bank dropdown autofills it.

FAQ

How do I export a CSV from M&T Bank?

BIG QUIRK FIRST: M&T's online banking does NOT offer a native CSV/Excel transaction export. From mtb.com you can only (a) download PDF statements, or (b) use Direct Connect / Web Connect to pull .QFX (Quicken) or .QBO (QuickBooks) directly into the software. So the realistic 'CSV' workflows for M&T are: (1) download the bank's own .QBO/.QFX (easiest for QuickBooks/Quicken - the file already carries identifiers QuickBooks trusts), or (2) export a PDF statement and run it through a PDF-to-CSV converter, which gives columns Date, Description, Amount (and often separate Debit/Credit + Balance). OFX identity for generating QFX/OFX is verified from ofxtools fi.cfg section [mtb]: ORG=ISC, FID=2601, OFX URL https://www.oasis.cfree.com/fip/genesis/prod/02601.ofx (OFX v220, cfree/Genesis gateway). NOTE the Intuit fidir.txt only lists 'M&T Bank Commercial Card' (Intuit ID 09449) and not a clean retail row, so retail ORG/FID rests on ofxtools (hence confidence=medium for the identity, though Direct Connect itself is officially supported). DATE FORMAT in M&T PDFs/exports: MDY (MM/DD/YYYY). If a converted CSV uses separate Debit/Credit columns, map debit->negative, credit->positive into one OFX amount. INTU.BID: no credible retail INTU.BID confirmed (the only fidir row is the Commercial Card 09449, which is a different product), so intuBid left blank - generate QFX/OFX (ORG+FID only) or use the native .QBO.

Is my M&T Bank data uploaded anywhere?

No. The conversion happens entirely in your browser. Your statement and account number never leave your device — safe even for client confidentiality requirements.

Will the file import into QuickBooks?

Yes. We generate a valid OFX 1.0.2 (SGML) document with the correct header and identifiers. Convert a small file free first to confirm it imports cleanly, then unlock unlimited.

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