Convert Simplii bank statement to Excel
Upload the statement PDF and download an Excel file with one transaction per row: date, description and amount in separate columns (and the balance, when the statement shows it).
Secure
Your bank statements aren't shared with anyone and are encrypted in transit. Password-protected PDFs open in your browser. How we handle your files
Built for firms
For accountants and bookkeepers who reconcile accounts every month: one transaction per row and the same columns every time.
Accurate
We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.
How do you convert your Simplii bank statement to Excel?
Upload a Simplii statement, opened with “View eStatements” after you select the account in online banking, and ExtractPro returns an Excel file (.xlsx) in which each transaction has a row, split into date, description and amount columns (with the balance where the statement shows it). Simplii’s banking tips are at simplii.com, and its FAQ says “Simplii Financial is a trademark and division of CIBC.”
How to download your Simplii eStatements with “View eStatements” in online banking
- Sign on to your account through online banking.
- Select “Account Summary”.
- Select the account you’d like to view or print a statement of.
- Select “View eStatements”.
“Select the account you’d like to view or print a statement of”
How it works
3 steps, in seconds
Download the statement
Get the statement for the period from Simplii; if it comes as a PDF, that is the file to upload.
Upload it to ExtractPro
If the PDF is password-protected, enter the password and the file unlocks in your browser. The password never reaches our servers.
Download the Excel file
One transaction per row, with date, description and amount in separate columns (and the balance, when the statement shows it).
FAQ
About Simplii statements
01Can I upload an eStatement that I view or save from Simplii?
Can I upload an eStatement that I view or save from Simplii?
Yes. Simplii’s tips page says “To view or save an eStatement as a PDF”, so that PDF is the file to upload. Upload the file you saved and every transaction comes back on a row of its own, its amount stored as a number.
02What does Simplii say about viewing an eStatement in its mobile app?
What does Simplii say about viewing an eStatement in its mobile app?
The Simplii tips page lists “Select the “Account Info” tab”, then “Select “View eStatements”” and “Select the month and year of the statement”.
03How long does Simplii keep eStatements available?
How long does Simplii keep eStatements available?
Simplii’s consent to electronic delivery of its credit card documents says “eStatements are accessible for 7 years after they are posted in Simplii Financial Online Banking.” That wording belongs to the credit card documents. An eStatement from the account is uploaded the same way as any other statement.
Your Simplii statement, in Excel
Free during launch. Upload the PDF and download the Excel file.
Convert my statement