BMO Spend Dynamics – Alternate Statement Printing

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Steps to set up printed statement showing taxes and Coding

(This would be the statement submitted in place of the “e-statement” available within Spend Dynamics. Their “e-statement” does not show coding, taxes, or comments)

  1. Click on “Reports”, then “My information”
  2. Choose “Transaction search – personal”
  3. On left side of pop-up screen, choose your name, if required, and then the statement period you are wanting to look at.
  4. On right side of pop-up screen, click on “Additional fields” in blue.
  5. On page 1, check off “Amount (incl)”, “Trans date”, and “Tax Amount”
  6. On page 2, check off “Supplier”, “Line Coding”, “Allocation”, and “Comments”
  7. You can customize this to your preference, but these are the suggested fields.
  8. Click on “Report Templates” in blue, and save this template. Then each time you want to print your statement, just pick this template and change the date. Then choose “SEARCH”
  9. Choose “Export” (to Excel or PDF, depending on your preference), and print your statement from there.