Convert CIMB Bank Statement to Excel
CIMB sits mid-transition: the CIMB Clicks portal that generated a decade of e-statements is giving way to the OCTO app, and many customers now have documents scattered across both. The statements themselves haven’t changed much — DD/MM/YYYY dates, a description column dense with DuitNow, IBG, and FPX reference strings, separate withdrawal and deposit figures, and a running balance. For a freelancer invoicing through CIMB or a Shopee seller sweeping payouts into a CIMB current account, month-end means matching those reference strings to invoices, and doing it inside a PDF viewer is miserable — you can’t filter, you can’t sum, and highlighting rows across page breaks is guesswork. Retyping into Excel trades one problem for another: reference numbers are long enough that a single transposed digit breaks the match, and nobody proofreads forty rows of them twice.
Monthly e-statements are downloadable from CIMB Clicks on the web — look under the e-statements or statements section after selecting the account — and the OCTO app surfaces the same PDFs from the account view; BizChannel serves business accounts. Statements CIMB emails out are usually password-protected, with the required password described in the email itself (conventions have varied, often built from your NRIC or registered details), so unlock and re-save the file first if yours is. From there, SheetMyBank does the rest in the browser tab: the PDF is parsed locally, nothing is transmitted, and closing the tab discards the data — a sensible default when the statement lists every client who pays you. Each extracted row is checked against the printed running balance, so a page that parsed badly announces itself in the preview and on the Warnings sheet. Export as Excel, CSV, or QBO if the destination is QuickBooks.
Drop your CIMB statements here (PDF or photo)
One file or many — processed entirely on this device, nothing is uploaded. Scans and photos are read with on-device OCR (beta).
Free for your first 5 pages each month · Processed on your device · Balance-verified output
CIMB statement FAQ
I’ve moved from CIMB Clicks to the OCTO app — can I still get old statements?
Past monthly e-statements remain tied to the account, not the app, so the same PDFs are available through OCTO’s account documents and through Clicks on the web while it remains active. Download the months you need and convert each PDF; the balance check confirms consecutive months join cleanly.
My emailed CIMB e-statement asks for a password — can the converter open it?
Open the PDF first with the password stated in CIMB’s email (the convention is described there, typically built from your registered identification details), then use your PDF viewer’s save or print-to-PDF function to produce an unlocked copy and convert that. Since conversion happens entirely on your device, the unlocked file still never leaves your machine.
Will long DuitNow and FPX reference numbers survive the conversion?
Yes — the full description text, reference strings included, lands in its own column exactly as printed, so you can match payments to invoices with a filter or VLOOKUP instead of squinting at the PDF. Nothing is truncated to fit a display width.