About Simplii Financial statements
Simplii Financial is a direct banking brand of CIBC, offering chequing and savings accounts online and through its app.
Simplii Financial chequing and savings statements typically list the month's activity with dates, descriptions, withdrawals, deposits and a balance. As a direct bank without branches, most entries are electronic: Interac e-Transfers, bill payments, pre-authorized debits, ATM withdrawals and interest. Statements are delivered as PDF eStatements, opened month by month from the account in online or mobile banking.
Typical Canada statement headings and where they go in your export:
| On the statement | In your export |
|---|---|
| Date | Date |
| Description | Description |
| Withdrawals | Debit (and negative Amount) |
| Deposits | Credit (and positive Amount) |
| Cheque/Debit | Debit (and negative Amount) |
| Deposit/Credit | Credit (and positive Amount) |
Also known as Simplii Bank.
How to download your Simplii statement as a PDF
- Sign on to Simplii online banking and select Account Summary.
- Choose the account, then select View eStatements.
- Open the PDF for the month you want and save it.
- In the app, open My Accounts, choose the account, then the Account Info tab.
- Tap View eStatements, select the month and year, then Continue.
Menu names can change between app and website versions.
Tips for converting Simplii statements
- Simplii eStatements are opened one month at a time; download a year of them and combine them in the converter into a single Excel file or CSV.
- Interac e-Transfer descriptions can be long and wrap onto a second line; the converter joins wrapped text so the sender or recipient name stays with its transaction.
Importing Simplii transactions into accounting software
For QuickBooks, Xero, Sage 50 and Wave, export CSV or OFX after checking the preview. Amounts are written as plain numbers without the $ sign, so they import cleanly as values. Step-by-step help: QuickBooks, Xero.
More Canada banks
BMO, CIBC, Desjardins, National Bank, RBC, Scotiabank, Tangerine, TD . Canada overview
This is an independent tool and is not affiliated with, endorsed by or connected to Simplii Financial. The name is used only to describe which statements the converter can read.
Frequently asked questions
How do I view Simplii eStatements?
In online banking, select Account Summary, choose the account and then View eStatements, and open the month you need as a PDF. In the mobile app, go to My Accounts, pick the account, open the Account Info tab and tap View eStatements, then choose the month and year.
Can I convert Simplii statements to Excel or CSV?
Yes. Save the eStatement PDF, then open it in the converter, which processes the file in your browser without uploading it. It maps dates, descriptions, withdrawals, deposits and balances, and you can export Excel, CSV or OFX for budgeting or accounting software.
Is it safe to convert my Simplii statement here?
Yes. The conversion happens on your own device; your Simplii statement is not uploaded, stored or shared. This site is independent and not affiliated with Simplii Financial.