How to Export a CSV from CIBC
The 2026 step-by-step method for downloading your CIBC chequing, savings, or credit-card transactions as a CSV file — and how to turn that file into a full cashflow dashboard in under a minute.
The 5 steps
Export your CIBC transactions
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Sign in to CIBC Online Banking
On a desktop or laptop, head to cibc.com and click Sign on. Enter your CIBC card number and password. If you have two-factor authentication enabled, complete the verification prompt before continuing.
TipCIBC may prompt you to verify your identity via text or email the first time you sign in from a new browser. Keep your phone nearby. -
Navigate to your account activity
After signing in, you'll land on the Accounts Overview page. Click the account you want to export — chequing, savings, or credit card. CIBC will show you the recent Account Activity for that account.
You'll need to repeat this for each account you want in FlowVista — but you can upload multiple CSVs at once later.
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Click the Download Transactions link
Once you're viewing the account activity, look for the Download transactions link. On CIBC's current interface, it appears near the top-right of the transactions list. On some accounts, it may be tucked under a three-dot menu or More options dropdown. Click it to open the export dialog.
TipIf you don't see "Download transactions" right away, check the three-dot menu or More options dropdown near the top of the activity list. CIBC occasionally tucks this link in different places depending on the account type. -
Select CSV format and your date range
In the download dialog, select CSV (sometimes labelled "CSV/Excel") as the file format. You may also see options for
.qfx,.qbo, and.ofx— you don't need those for FlowVista.Then set the date range. Grab as much history as you can — FlowVista's forecasts get sharper the more data they have to learn from.
Heads upCIBC allows up to 18 months of history for chequing and savings and up to 12 months for credit cards. For older transactions, see the note after step 5. -
Download and save the CSV file
Click Download. Your browser will save the file — usually to your Downloads folder — with a name like
transactions.csvorcibc_export.csv.That's the file you upload into FlowVista. No spreadsheet tweaks needed — the FlowVista parser reads CIBC's format directly, including bilingual merchant names and date formatting.
Don't open it in Excel firstSome versions of Excel silently reformat the dates in CIBC's CSV (e.g., converting2026-04-19to04/19/2026), which can confuse parsers. Upload the raw.csvfile exactly as it came from CIBC.Pro tipRepeat steps 2-5 for each CIBC account. FlowVista de-duplicates transactions across uploads, so you can safely batch them all together.
CIBC keeps up to seven years of transactions as PDF statements (eStatements) inside Online Banking under My Accounts > Statements. FlowVista's PDF parser reads those too — so if you need older history than the CSV export allows, download your monthly eStatements and upload those alongside your CSVs.
The app merges and de-duplicates everything automatically. Your reports will cover the full horizon, not just the most recent year.
Now upload your CIBC CSV to FlowVista
Drag the file into FlowVista and you'll have categorized transactions, a cashflow forecast, and spending insights in under a minute. No credit card, no bank connection, no data shared — just your file on your dashboard.
Open FlowVistaTroubleshooting
Common issues
I can't find the Download Transactions link
CIBC's interface varies slightly by account type. For chequing and savings, the link is usually near the top-right of the Account Activity page. For credit cards, it may be under a three-dot menu or More options button. If you still can't find it, make sure you're on the desktop site — not the mobile app or mobile web view. Try requesting the desktop version of the site if you're on a tablet.
My credit card only shows 12 months of transactions
That's a CIBC-side limit, not a FlowVista one. Credit-card CSV history is capped at roughly 12 months; chequing and savings go back about 18 months. For anything older, download the PDF eStatements (CIBC keeps up to 7 years online under My Accounts > Statements) and upload those to FlowVista alongside your CSV. The app reads both formats and merges them.
The CSV has French and English merchant names mixed together
CIBC's transaction feed sometimes includes bilingual descriptions, especially for national retailers (e.g., "CANADIAN TIRE / CANADIAN TIRE") and government payments. FlowVista's CIBC parser normalizes these automatically — you'll see clean, single-language merchant names in your dashboard.
Does FlowVista need a special CSV format from CIBC?
No. FlowVista's CIBC parser reads the default CSV that CIBC exports — including its column names, date format, and amount conventions. Don't open the file in Excel before uploading; some versions of Excel silently reformat dates and break the import. Upload the raw .csv file as it came from CIBC.
Can I combine multiple CIBC accounts into one FlowVista upload?
Yes. You can upload multiple CSVs at once — chequing, savings, and each credit card. FlowVista de-duplicates across files by date, amount, and description, so you won't double-count anything. You can also mix CIBC CSVs with exports from other banks in the same upload.
Is it safe to download and upload my transaction data?
The CSV stays on your computer until you upload it. Once inside FlowVista, your data is encrypted at rest, protected by row-level security (so only your account can read it), and never shared with advertisers. FlowVista has no connection to CIBC — it only sees the file you chose to upload. Full details: Privacy Policy.
More guides
Other Canadian banks
FlowVista supports every major Canadian bank. Here are the other export guides: