Convert CIBC statements to Excel or CSV
In CIBC Online Banking, the Download Transactions option only reaches recent activity; older months sit as PDF eStatements under My Documents. Convert those PDFs with BankConv and you have withdrawals, deposits and balance in separate columns, ready for Excel, CSV or Google Sheets.
Updated
Download your CIBC eStatement
- 1.Sign in to CIBC Online Banking (cibc.com) or the CIBC app.
- 2.Select My Documents, then Account statements (in the app, usually under More).
- 3.Choose the account, then pick the statement by date. The PDF downloads to your device.
- 4.Repeat for each month.
Do you need to convert at all?
CIBC Online Banking has a Download Transactions option, usually under the More menu, where you choose the account, the period and a file type for spreadsheets or financial software.
Recent transactions only, and the formats offered can vary. Past statement periods are PDF eStatements under My Documents.
CIBC export formats: CSV
What to know about CIBC PDFs
- Withdrawals and deposits in two columns
- CIBC chequing statements usually show money out under Withdrawals ($) and money in under Deposits ($), both as positive numbers. Keep both columns, or build one signed amount before you import.
- Dates without a year
- Transaction dates usually print as short month and day (for example Sep 4). The year comes from the statement period, so check rows on a December–January statement.
- Balance lines are not transactions
- The table usually opens with an Opening balance line and ends with a Closing balance line. Leave them out when you sum the Withdrawals and Deposits columns.
Converting CIBC eStatements
CIBC eStatements are usually text-based PDFs with one transaction table per account, and each line becomes a row.
- Download the PDFs from My Documents in CIBC Online Banking.
- Upload them to BankConv, up to 10 at a time.
- Check the rows, then export Excel or CSV.
Use the PDF route for months that Download Transactions no longer covers, or when an accountant or lender asks for full statements with opening and closing balances.
What to check before you import
The account summary at the top of the statement shows the opening balance, total withdrawals, total deposits and the closing balance. Use it to check the result yourself.
- Totals: sum Withdrawals and Deposits, leaving out the balance lines, and compare with the summary.
- Balance: opening balance + deposits − withdrawals should equal the closing balance. With an opening balance of 1,912.40, the sample rows above end at 3,468.46.
- Year: add the year to each date from the statement period.
To bring the rows into QuickBooks, see importing into QuickBooks. For other Canadian banks, see the Canadian banks page.
Sources: CIBC: How to find and understand eStatements · CIBC: eStatements
Columns you get
| Date | Description | Withdrawals ($) | Deposits ($) | Balance ($) |
|---|---|---|---|---|
| Sep 2 | E-TRANSFER 105948332 J SMITH | 75.00 | 1,987.40 | |
| Sep 4 | PREAUTHORIZED DEBIT ROGERS | 110.74 | 1,876.66 | |
| Sep 4 | POINT OF SALE PURCHASE METRO #123 | 48.20 | 1,828.46 | |
| Sep 6 | PAYROLL DEPOSIT ACME CORP | 1,640.00 | 3,468.46 |
Sample rows in CIBC's layout, fictional data. First 5 pages free to check.
Deleted after 24 hours
Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.
Read only to extract transactions
Your statement is read (with OCR for scans) to pull out the transaction rows you download.
Encrypted in transit
Uploads and downloads use HTTPS (TLS).
Passwords never stored
The password of a protected PDF is used once to open the file.
No bank login
BankConv works from the PDF you download, never from a connection to your bank.
CIBC statement questions
Can I download CIBC transactions as CSV?
For recent activity, CIBC Online Banking has a Download Transactions option where you pick the account, period and file type. For older months, download the PDF eStatements and convert them in BankConv.
Where are my CIBC eStatements?
In CIBC Online Banking, under My Documents, then Account statements. Choose the account and the statement date, and the PDF downloads.
Other Canada banks
- RBC Royal Bank
- TD Canada Trust
- Scotiabank
- BMO
- National Bank of Canada
- Desjardins
- Tangerine