💳 transactions
v1
BMO Mastercard
Template for BMO Mastercard statement CSV exports.
Where to export
Institution
BMO
Export path
Mastercard statement export -> CSV
Export Instructions
BMO Mastercard Statement CSV (v1)
Best for
BMO Mastercard statement exports with Posting Date, Description, and Transaction Amount.
CSV location
Export your statement activity from BMO as CSV.
Notes
- BMO exports include a preamble line (
Following data is valid as of...) and a blank line before the CSV headers.skip_rows: 2in this template handles that automatically. - Category is intentionally not mapped; SpendSeer category rules should classify using description.
Column mapping
| Your CSV column | SpendSeer field | |
|---|---|---|
Transaction Amount | → | Amount |
Posting Date | → | Date |
Description | → | Description |
Tip: No source category column is mapped. SpendSeer category rules classify transactions from description by default.
Example CSV first 2 rows skipped on import
Download| Item # | Card # | Transaction Date | Posting Date | Transaction Amount | Description |
| 1 | '5524890020530218' | 20260103 | 20260103 | -54.33 | RESTAURANT HALIFAX NS |
| 2 | '5524890020530218' | 20260105 | 20260105 | -12.99 | STREAMING SERVICE |
| 3 | '5524890020530218' | 20260108 | 20260108 | 18.50 | RETURN |