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Convert your CIMB Bank statement to Excel

Based in Kuala Lumpur, Malaysia, CIMB Bank provides statements to its customers as PDF documents in online banking. Upload the statement PDF below and download an Excel (.xlsx) workbook — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

CIMB Bank statements to Excel: what you get

The .xlsx file carries the full CIMB Bank statement in spreadsheet form: transactions in reading order, credits and debits in their own columns, the running balance preserved, and — when you convert several PDFs at once — one sheet per statement plus a combined sheet.

The main use is building schedules and workings that cite the statement line by line. 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.

Every CIMB Bank conversion is audited by the document it came from. The extracted transactions are totalled against the printed opening and closing balances and checked row by row against the running balance column where one is printed. 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.

Catching up a year of CIMB Bank books

Download all twelve periods first and convert them as one batch, then work through the reconciliation results month by month in order. Fix flagged months before importing anything: it is far easier to resolve a difference against twelve tidy statements than inside a year of mixed postings.

Before you use the file

Before building workings on the workbook, glance at the summary block: it records the period, the opening and closing balances and the check result. If a month is flagged, resolve the marked rows in the sheet itself only after comparing them with the PDF — the PDF is the source document, and the workbook should end up agreeing with it, not the other way round.

How to download a statement PDF from CIMB Bank

  1. Sign in and open the right account. Use the bank's website or mobile app and sign in with your usual credentials.
  2. Open the account and find Statements or Documents. Statements are per account and per period. Convert each account separately so balances never blur together.
  3. Download the periods you need. Recent periods are usually listed first; older ones may sit behind a date-range search or an archive request.
  4. Download the PDF version. Use the Download / Download PDF option. If only a print view is offered, print the statement to PDF from the browser.
  5. Run the conversion here. Upload the PDF above and check the reconciliation result before you download the converted file.

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.

Questions and answers

How do I convert a CIMB Bank statement to Excel?

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.

What date and number formats do CIMB Bank statements use?

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.

What does the reconciliation check do?

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.

Are amounts converted into another currency?

No. The converter changes layout, not currency: figures stay in RM exactly as CIMB Bank printed them.

Can I convert statements for several CIMB Bank accounts?

Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.

What if CIMB Bank only offers paper statements?

Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.

How far back can I get CIMB Bank statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

Is the converted file ready to import into my accounting software?

The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for CIMB Bank statements

CIMB Bank statement to CSV

Convert the same CIMB Bank statement PDF to CSV instead.

CIMB Bank statement to OFX

Convert the same CIMB Bank statement PDF to OFX instead.

CIMB Bank statement to Xero

Convert the same CIMB Bank statement PDF to Xero instead.

Back to the CIMB Bank statement converter hub or the Malaysia bank directory. Other Malaysia banks: Maybank statement to Excel · Public Bank statement to Excel · RHB Bank statement to Excel · Hong Leong Bank statement to Excel

Bank statements in. Clean books out.

Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.

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