Import a CIBC Statement (CSV or PDF) - Fininja

Fininja

Import your CIBC statement into Fininja

Fininja's importer is format-agnostic: it reads the CSV or PDF your bank exports and works out which fields hold the date, the description and the amount. Download your CIBC activity and upload it.

CSV supportedPDF supported

Fininja never asks for your CIBC online banking credentials. You export the file and choose what to upload.

Read by the same importer - but not separately tested

Fininja does not ship a CIBC sample statement in its test suite, so we make no claim that this specific export has been verified. It is read by the same format-agnostic importer that handles the formats we do test.

How to download your CIBC statement

These steps cover CIBC chequing, savings and credit card accounts.

  1. Sign in to CIBC Online Banking
    Log in at cibc.com on a desktop browser; the full site offers more download options than the app.
  2. Open “Download Transactions”
    From the “My Accounts” page, under “More”, select “Download Transactions”.
  3. Choose the account and range
    Select the account and a time period of up to the last 13 months.
  4. Pick a spreadsheet format
    Choose a spreadsheet-compatible option from the “Financial management software” dropdown, then select “Download Transaction”.
  5. Upload the file to Fininja
    Review the staged transactions and save the ones you want to keep.

A note on accuracy: these steps follow CIBC's own CIBC: download transactions, last checked July 2026. Bank interfaces change from time to time, so the exact labels may move - the general path (sign in, open the account, find the download or statements option) still holds. If yours looks different, tell us and we will correct this page.

What Fininja does with the file

The file is read, whatever shape it is in
Fininja's importer is format-agnostic. It inspects the file you upload - headers, or no headers at all - and works out which field is the date, which is the description and which is the amount. Once it has seen a layout it remembers the signature, so the next statement in the same format is quicker.
Nothing is saved until you say so
Imported transactions land in a staging area. You look them over, fix anything that was read or categorised wrongly, and only then do they join your transaction history.
Likely duplicates are flagged
Re-importing a period you already loaded is normal - date ranges overlap. Rows that look like something already in your history are marked as potential duplicates in the review step so you can leave them out.
Categorization learns from your corrections
Categories are predicted by a model trained on your own past corrections, not on a generic merchant list. Transactions it cannot place fall back to a usage-capped OpenAI lookup. Every correction you make makes the next import better.

What we do with the data you upload is spelled out in our privacy policy.

CIBC import FAQ

Has Fininja been tested against CIBC's export specifically?
Not against a real CIBC file. The importer is not a set of per-bank integrations - it inspects the file you upload and works out the layout - but we are not going to claim a format is verified when we have not seen it. The review step means you always get to check the result first.
Which is better for CIBC, the CSV or the PDF statement?
Try the CSV first. It is already tabular, so there is less to infer. The PDF statement is a good fallback when the CSV download does not cover the period you want.
Does Fininja need my CIBC online banking login?
No, and it never asks for one. There is no account linking and no aggregator sitting between you and your bank. You sign in to CIBC yourself, download the file, and upload that file to Fininja. Fininja only ever sees the statement you choose to give it.
What happens right after I upload the file?
The importer works out which column or field holds the date, the description and the amount, then puts the resulting transactions in a staging area. Nothing is added to your history until you have looked through them and approved them. Rows that look like something you have already imported are flagged as potential duplicates so you can skip them.
What if a transaction lands in the wrong category?
Change it. Categorization runs on a model trained on your own corrections, so the fix teaches it your habits - the same merchant should land correctly next time. Transactions the model cannot place fall back to a usage-capped OpenAI lookup.
Is importing statements free?
Fininja has a free tier and a $4.99/month premium plan. CSV and PDF statement imports and auto-categorization are part of the premium plan - see the pricing section on the homepage for what each tier includes.

Importing from another bank?

Start with your last CIBC statement

Create an account, upload the file, and see your spending sorted - with every transaction still yours to review before it is saved.