Based in Kuala Lumpur, Malaysia, CIMB Bank provides statements to its customers as PDF documents in online banking. Convert CIMB Bank statement PDFs to Excel, CSV or an accounting format — with a reconciliation check on every conversion.
For building schedules and workings that cite the statement line by line.
For long-term archiving in a format that will still open in twenty years.
For rebuilding history in software after a bank feed has lapsed.
For catch-up work in Xero, uploading missing months in order.
Every conversion is checked against the statement itself: where the statement prints opening and closing (or running) balances, the extracted transactions must add up to them, or the conversion is flagged and the mismatched rows are marked. A statement whose layout the reader cannot parse is reported honestly — never passed off as converted.
Trust in the output comes from the statement's own arithmetic. CIMB Bank prints balances that its transaction list must sum to; the converter repeats that sum independently on the extracted data. Agreement to the cent means the extraction matches the document. Disagreement means the conversion is flagged — the result says so plainly, with the differing rows marked.
Two habits make CIMB Bank statements easier to work with. First, convert the issued PDF rather than a portal screen print — print views paginate differently and can drop the balance lines the check needs. Second, glance at the statement's own subtotals before converting: section totals for deposits, withdrawals and fees are free checkpoints that tell you where a flagged difference is likely to live.
In Malaysia, bookkeepers commonly work in Xero and SQL Account; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.
File three things together for every {bank} month: the statement PDF, the converted file, and the reconciliation outcome. Anyone reviewing the work later — a partner, an auditor, a tax adviser — can re-perform the month from that trio without asking you anything.
Excel (.xlsx) keeps the statement readable and workable in a spreadsheet. CSV is the same data as bare text — maximally portable, minimally pretty. QuickBooks and Xero CSVs reorder the columns to each platform's import template. OFX is a tagged banking format for desktop tools. All five are generated from the same reconciled extraction, so choosing is about the destination, never about accuracy.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Tip: keep the downloaded PDFs in a folder named by account and month. A tidy folder makes batch conversion and later review almost mechanical.
Download the statement PDF from CIMB Bank online banking, upload it to the converter on this page, and download the an Excel (.xlsx) workbook. The transactions are extracted, put into the same standard columns used for every bank, and checked against the statement's balances first.
Expect the order printed on the statement itself dates and amounts with the grouping printed on the statement itself on a CIMB Bank statement. The reader is locale-aware, so those conventions are handled rather than misread, and the output columns come out in the standard layout regardless.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
Yes. Download each month as its own PDF and upload them together — batch mode converts them in one run and, in Excel, adds a combined sheet. Each statement is still reconciled separately, because balances are per statement.
Yes. Credit-card statements use a Previous Balance / New Balance layout, which the converter reads as well; purchases are positive and payments are negative, and the same totals check applies.
Date, Description, Amount, Debit, Credit and Balance — the same normalized columns for every bank, so a CIMB Bank file and a file from any other bank in Malaysia can be imported and reviewed the same way.
The conversion is flagged, and the rows whose running balance disagrees with the statement are marked with the expected and printed figures. Nothing is silently adjusted — you see exactly where the statement and the extraction part company.
Yes. Scans and photo-based PDFs are read with OCR and marked as OCR-extracted. The reconciliation check applies identically; on a poor scan it is the check that tells you whether the read can be trusted.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.