Convert a Simplii Financial bank statement to Excel
Convert a Simplii Financial statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. Simplii Financial statements use this layout: Simplii (a CIBC brand) no-fee chequing and savings statements list Date, Transaction description, a single signed Amount column (deposits positive, withdrawals negative), and a running Balance, in a clean CIBC-style layout.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
Columns
Simplii (a CIBC brand) no-fee chequing and savings statements list Date, Transaction description, a single signed Amount column (deposits positive, withdrawals negative), and a running Balance, in a clean CIBC-style layout.
Best source
Log in to Simplii online banking or the mobile app, open the account's Statements / eStatements section, and download the official monthly PDF — skip screenshots or scans, since scanned images produce unreliable OCR.
Review target
Flagged rows, opening and closing balances.
Watch-outs for Simplii Financial statements
Simplii Financial usually relies on one signed amount column. Flagged rows often come from a minus sign or parenthesized amount being read the wrong way.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a Simplii Financial statement
- 1
Download your Simplii Financial statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your Simplii Financial statement is not uploaded or sent to an AI service.
Log in to Simplii online banking or the mobile app, open the account's Statements / eStatements section, and download the official monthly PDF — skip screenshots or scans, since scanned images produce unreliable OCR.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team