Convert CIBC statements to Excel or CSV
CIBC's Download Transactions only reaches back 13 months and works one account at a time. Statements go back seven years, for bank accounts and credit cards alike, so for anything older the PDF is what you have. This page is for people catching up on older CIBC months, or matching a statement line for line, who would rather not retype it.
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How to get your CIBC statement into Excel
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Download the PDF statement from CIBC online banking
- Sign on to CIBC Online Banking or the CIBC app.
- Select the 'My Documents' button, then 'Account statements', and select the account.
- Select the statement; a PDF will download to your device.
- Save the statement for the period you need as a PDF.
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Upload it here
Scans and phone photos work too.
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Download Excel, CSV, or QuickBooks and Xero CSV
Check the rows against the statement, then export.
Sample result
Your CIBC statement in Excel
Made-up sample rows, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Statement notes
What to know about CIBC statements
Withdrawals and deposits in separate columns
Money out and money in sit under separate Withdrawals and Deposits columns, with the balance beside them. Most accounting imports want a single amount, so the two columns become one signed column: withdrawals negative, deposits positive.
The account summary is a ready-made test
The summary at the top lists the opening balance, total withdrawals, total deposits and closing balance. The converter already checks that the rows carry the opening balance to the closing one. You can go a step further: sum the negative and positive rows separately and compare them with the two printed totals.
City and province on a second line
Point-of-sale purchases often show the merchant on one line and the city and province on the next. Those location lines are folded into the description of the purchase above, so your row count matches the number of transactions rather than printed lines.
When the 13-month download falls short
If a client hands over two years of statements in March, the download menu won't cover the earliest of them. Convert the statements and upload a year at a time. Overlapping periods and missing months get flagged, which is easy to miss when files are named by download date.
Output and review
From CIBC PDF to your books
Accounting tip
CIBC's download menu still lists ACCPAC Simply Accounting, an old name for what became Sage 50, but that route stops at 13 months. For older periods, map the converted CSV during a QuickBooks Online or Xero bank upload, or import it into Sage Accounting.
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Checked before export
Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.
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Export formats
Excel, CSV, JSON, or QuickBooks and Xero CSV.
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Private workspace
HTTPS uploads, kept private until you ask support to delete them.
FAQ
CIBC statement questions
Can I convert a CIBC credit card statement?
What about business or US dollar account statements?
Can I import converted CIBC rows into QuickBooks or Xero?
Convert your CIBC statement to Excel
Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $3 up to 5 pages, $9 up to 25, priced by page count above that. No subscription.
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