Convert CIMB statements to Excel, CSV & OFX

Turn CIMB PDF statements into a clean spreadsheet in seconds. Free, and processed in your browser.

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    Statements are converted inside your browser and never uploaded to a server, so there is nothing to store, leak or share.

    Institutional

    Built for accountants, bookkeepers and legal teams: bulk statements, multi-page PDFs and exports for Excel, QuickBooks and Xero.

    Accurate

    Every row is checked against the running balance. If a file doesn’t convert as expected, email us and we’ll improve it.

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    About CIMB Bank statements

    CIMB Bank is a Kuala Lumpur-headquartered bank within CIMB Group, which operates across Southeast Asia.

    CIMB eStatements are retrieved by statement month in CIMB Clicks or the CIMB OCTO app and downloaded as PDFs. CIMB keeps up to 18 months online and describes its eStatements as password protected. Deposit, card and loan accounts have their own statements, so building a year of records usually means downloading several files for each account.

    Typical Malaysia statement headings and where they go in your export:

    On the statementIn your export
    Entry DateDate
    Value DateIgnored (posting / value date)
    Transaction DescriptionDescription
    Transaction AmountAmount (signed), split into Debit / Credit
    DebitDebit (and negative Amount)
    CreditCredit (and positive Amount)

    Also known as CIMB Clicks and CIMB OCTO.

    How to download your CIMB statement as a PDF

    1. Log in to the CIMB OCTO app or CIMB Clicks.
    2. Go to Services, then View e-Statement.
    3. Choose the statement month and select Search.
    4. Select Download (Download as PDF on Clicks) to save the file.

    Up to 18 months for viewing and retrieval.

    Menu names can change between app and website versions.

    Tips for converting CIMB statements

    • CIMB describes its eStatements as password protected; if your PDF asks for a password, enter it in the converter, which unlocks the file locally without uploading it.
    • CIMB only keeps 18 months online, so convert each eStatement as it arrives and combine them into a yearly Excel or CSV file.

    Importing CIMB transactions into accounting software

    For SQL Accounting, AutoCount, Xero and QuickBooks, export CSV or OFX after checking the preview. Amounts are written as plain numbers without the RM sign, so they import cleanly as values. Step-by-step help: Xero, QuickBooks.

    More Malaysia banks

    Maybank, Public Bank . Malaysia overview

    This is an independent tool and is not affiliated with, endorsed by or connected to CIMB Bank. The name is used only to describe which statements the converter can read.

    Frequently asked questions

    How do I download a CIMB eStatement in the OCTO app?

    In CIMB OCTO, go to Services, then View e-Statement, choose the statement month and tap Search, then Download. CIMB Clicks works the same way, with a Download as PDF option after you pick the month. The saved PDF can then be converted to Excel or CSV here.

    How long are CIMB eStatements available?

    CIMB Malaysia keeps eStatements available to view and retrieve for up to 18 months. Download anything you need for tax or loan applications before it ages out, and keep the PDFs or a converted Excel copy in your records.

    Is it safe to convert my CIMB statement here?

    Yes. The conversion happens on your own device; your CIMB statement is not uploaded, stored or shared. This site is independent and not affiliated with CIMB Bank.