How to download your CIBC statement as a PDF
In CIBC Online Banking, go to "My Documents", then "Account statements" under Account Documents, choose the account and click the statement date to download a PDF. In the CIBC app, tap "More", then "My documents" and "Account statements".
Tips for converting CIBC statements
CIBC keeps 7 years of eStatements online. Chequing, savings and CIBC credit card statements all convert, with amounts kept in Canadian dollars.
What you get
- Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
- QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
- Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
- A reconciliation check: opening balance + money in − money out = closing balance.
Converting a lot of statements every month? Plans start at $9/month for 500 pages.