Convert Simplii Financial Bank Statement to Excel
Simplii Financial statements split money movement into funds out and funds in columns with a running balance alongside — a structure inherited from the bank’s CIBC roots. Between transaction blocks sit section headers, carried-forward balances, and the cash-back rewards summary, and it’s exactly these extras that wreck manual conversion: pasting into Excel mangles column alignment, wrapped descriptions split across rows, and negative signs quietly disappear. For anyone reconciling a No Fee Chequing Account at month-end, that adds up to an evening of cleanup. SheetMyBank recognizes the two-column Simplii format, skips the summary blocks automatically, preserves which side each amount belongs to, and delivers a spreadsheet where every dollar sits where the statement put it.
Getting the PDF takes seconds: sign on to Simplii online banking, select the account, and click View eStatements, or in the mobile app open the account, tap Account Info, then View eStatements and pick the month. Simplii keeps eStatements accessible for seven years after posting, and reminds customers they’re responsible for retaining their own copies beyond that. SheetMyBank fits that habit — conversion runs locally on your device with no upload step at all, and a continuity check confirms that each balance equals the previous balance plus that row’s movement before the Excel file is produced.
Drop your Simplii Financial statement here (PDF or photo)
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
Simplii Financial statement FAQ
Simplii lets me download recent transactions. Why convert the PDF eStatement instead?
Transaction downloads cover recent activity, while the eStatement is the official record for a full statement period — the document lenders and the CRA expect. Converting the PDF gives you archival-grade data with the statement’s own balances as proof.
Does SheetMyBank handle both my Simplii chequing and savings statements?
It does. Both account types use the same funds out / funds in layout with a running balance, so the parser treats them identically. Convert each month’s PDF separately and stack the results in one workbook.
What should I do before Simplii’s seven-year eStatement window lapses?
Download the PDFs you still need and store them yourself — after seven years they drop out of online banking. A once-a-year batch download, converted to Excel locally, keeps your history searchable indefinitely.