Convert CIMB 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 CIMB bank statement to Excel?
A CIMB eStatement, saved by you from CIMB Clicks or sent over by a client, can be converted by ExtractPro into an .xlsx file in which every transaction has a row, with columns for the date, the description and the amount (and for the balance when the statement has one). CIMB’s site is cimb.com.my. On whether eStatements are secured, the bank says they require “a PDF password that only you know”.
How to download your CIMB “eStatement” in CIMB Clicks
- Log in to CIMB Clicks.
- Select “My Accounts > View/Download Statement”.
- Select the month.
- Download your statement.
“Select My Accounts > View/Download Statement”
What are the types of CIMB accounts that can access eStatement? ·
How it works
3 steps, in seconds
Download the statement
Get the statement for the period from CIMB; 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 CIMB statements
01Can a CIMB eStatement from CIMB Clicks be converted?
Can a CIMB eStatement from CIMB Clicks be converted?
Yes. CIMB’s FAQ “What is eStatement?” says “eStatement is a PDF version of your monthly account statement.” Whatever CIMB eStatement you hold goes in as it is, and the Excel file that comes out shows one transaction per row with the amounts as numbers.
02What is the maximum period CIMB gives for retrieving an eStatement?
What is the maximum period CIMB gives for retrieving an eStatement?
CIMB’s FAQ on how long an eStatement stays available says “eStatement will be available for viewing and retrieval up to a maximum period of 18 months.” Upload any eStatement you still hold from before that as well.
03How often does CIMB issue the eStatement for a savings account?
How often does CIMB issue the eStatement for a savings account?
CIMB’s FAQ for savings accounts says “A Savings Account/Savings Account-i eStatement will only be generated if you have performed more than 2 transactions in a month. Otherwise, quarterly eStatement will be generated.” A quarterly one is uploaded in the same way as a monthly one.
Your CIMB statement, in Excel
Free during launch. Upload the PDF and download the Excel file.
Convert my statement