How to download an ATB statement PDF

ATB Personal on the website

These steps are from ATB's e-statements page for ATB Personal.

Log in to ATB Personal. From the Overview screen, click More in the primary navigation, then Account services. On Account services, stay on the View statements tab and choose the account. ATB says you see the last 12 monthly statements, or you can pick a year in the last seven. Find the month and click View to open it in the browser, or click Download for a PDF.

The same page also offers a shorter path: on a deposit account, click the three dots to the right of the quick links and click View statements.

The app, and the file to upload

The page asks whether you are using the ATB Personal app, but it does not print a separate list of app taps, so this guide does not invent one. Use the website steps when you need a PDF.

Click Download, not a transaction list. A Canadian dollar statement stays in C$. After you upload the PDF, Expenvo lists the charges, the bank fees, and the subscriptions on your device. To stop paper mail, ATB says to update preferences in ATB Personal on the web, call 1-800-332-8383, or visit a branch. How to read a statement PDF covers one statement per file.

Questions

Does Expenvo sign in to the bank and download the PDF for me?

No. You download the PDF from the bank or card site. Expenvo reads that file on your device. It does not ask for the bank password.

Can I upload a photo of the statement instead?

A photo is harder to read. Use the PDF the bank creates, with text you can select. If the file asks for a password, download a copy that does not. Expenvo cannot open a locked PDF.

What if the menu names do not match this page?

Banks move buttons. Follow the official help page linked below. This guide is a reading of that page, not a second set of rules.

Sources

• ATB: view and download e-statements on ATB Personal

Related guides

• Read a statement PDF
• How to waive an ATB Unlimited Account fee
• Canadian bank fees on a statement