How to Extract CIMB Bank Statement to Excel
Published: June 2026 · 5 min read
CIMB is Malaysia's second-largest bank, and a huge number of Malaysian businesses — especially SMEs — bank there. If you're an accountant managing multiple clients, you're almost certainly dealing with CIMB statements every month.
Like most bank PDF statements, CIMB's format isn't designed to be copied into a spreadsheet. This guide shows you how to extract CIMB bank statement data into clean Excel format, and what to watch out for in CIMB's specific PDF layout.
CIMB Statement Formats: What You're Working With
CIMB has several account types, and the PDF format differs slightly between them:
- CIMB Current Account — standard business account, PDF downloaded from CIMB Clicks
- CIMB BizChannel — business banking portal used by larger SMEs
- CIMB Savings Account — personal/business savings
The CIMB Clicks portal (clicks.cimb.com.my) lets you download monthly statements as PDFs going back 12 months. BizChannel users can often get longer history.
CIMB's PDFs use a multi-column layout with date, description, debit, credit, and running balance. The challenge is that transaction descriptions often span two lines, and PDF extraction tools that don't understand this structure end up splitting one transaction into two rows.
Why Generic PDF Converters Fail on CIMB Statements
When you upload a CIMB statement PDF to a generic converter like ilovepdf or Adobe's export tool, this is what typically goes wrong:
Multi-line descriptions split across rows: CIMB often prints the transaction type on line 1 and the reference/counterparty on line 2. A generic extractor sees two text lines and creates two Excel rows instead of one.
Debit/credit columns merged: CIMB's layout places debit and credit amounts in separate columns with blank space between them. Generic extraction tools sometimes merge these into one column, losing the distinction.
Running balance confused with transaction amount: The rightmost column (balance) can be misread as the debit/credit amount if the extractor doesn't understand the column structure.
The result is an Excel file that looks like it has data but requires heavy manual cleanup before it's usable.
The Right Way to Extract CIMB Statements
You need an extraction tool that:
- Understands CIMB's specific PDF column layout
- Knows that multi-line descriptions belong to a single transaction
- Correctly separates debit, credit, and balance columns
- Handles CIMB's date format (DD/MM/YYYY)
- Preserves reference numbers for reconciliation
ScanLedge is built specifically for Malaysian bank statements, including CIMB's various formats. Upload your CIMB PDF and get back a clean Excel file within minutes.
Step-by-Step: Extract CIMB Statement to Excel
Step 1: Download your CIMB statement
Log into CIMB Clicks → Accounts → Statement → select account and date range → download PDF.
For BizChannel users: Account Services → Account Statement → download.
Step 2: Upload to ScanLedge
Go to scanledge.com, create a free account, and upload your CIMB PDF.
Step 3: Download the Excel output
ScanLedge extracts every transaction into a clean table:
| Date | Description | Reference | Debit (RM) | Credit (RM) | Balance (RM) | |------|-------------|-----------|------------|-------------|--------------| | 05/05/2026 | INTERBANK GIRO | IBG2605050001 | | 2,800.00 | 18,400.00 | | 07/05/2026 | DUITNOW | DNR2605070023 | | 450.00 | 18,850.00 | | 10/05/2026 | CHEQUE PAYMENT | CHQ0012345 | 1,200.00 | | 17,650.00 |
Each transaction on one row. Columns properly separated. Ready for accounting.
CIMB-Specific Transaction Types to Know
CIMB statements use specific codes and descriptions you'll see regularly:
- INTERBANK GIRO / IBG — bank transfer received
- DUITNOW / DUITNOW QR — DuitNow payment received
- INSTANT TRANSFER — real-time IBFT payment
- CHEQUE PAYMENT — cheque debit
- CASH DEPOSIT — ATM or counter cash deposit
- SERVICE CHARGE — bank fees (monthly or transaction-based)
- CASA INTEREST — interest credit on savings/current account
When extracting, all of these should appear correctly in the description column with their reference numbers intact.
Using Extracted CIMB Data for Accounting
Once your CIMB statement is in Excel, here's what you can do with it:
SQL Accounting reconciliation: Compare the Excel output against your SQL General Ledger entries for the bank account. Any transaction in the bank statement but not in SQL needs to be entered. Any entry in SQL but not on the statement is an outstanding item.
AutoCount AR matching: Filter the Excel for credits (money received). Match amounts and dates against your AutoCount outstanding invoices list.
GST/SST input tax: If your client receives SST-applicable payments, the clean extracted data makes it easy to identify and categorise.
Audit trail: Extracted statements in Excel format are easy to store, search, and share with auditors. Much faster than emailing PDFs.
Multi-Month CIMB Statements
CIMB sometimes provides multi-month statements in a single PDF (e.g., January–March in one file). ScanLedge handles these correctly — all transactions across all months appear in one Excel file, properly dated.
If you need to reconcile a backlog of 3–6 months, you can upload multiple statements and download separate Excel files for each.
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ScanLedge extracts CIMB bank statements — and all major Malaysian banks — into clean Excel files for accounting and reconciliation.
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