How to Export a CSV from Simplii Financial
The 2026 step-by-step method for downloading your Simplii Financial chequing, savings, or credit-card transactions as a CSV file — including CIBC infrastructure quirks — and how to turn that file into a full cashflow dashboard in under a minute.
The 5 steps
Export your Simplii Financial transactions
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Sign in to Simplii Financial online banking
On a desktop or laptop, head to simplii.com and sign in with your card number and password. If you usually bank in the Simplii mobile app, you'll need to switch to a desktop browser for this — the CSV download option doesn't exist in the app.
Good to knowSimplii Financial is CIBC's direct banking brand. The sign-in page and online banking interface run on CIBC's platform, so don't be surprised if you spot CIBC branding — you're in the right place. -
Navigate to the account you want to export
From your Simplii dashboard, click on the account you want to export — No Fee Chequing, High Interest Savings, or your Simplii Cash Back Visa. This will take you to that account's transaction history page.
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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Open the Download Transactions panel
On the account's transaction history page, look for the Download transactions link above the transactions list. Click it to open the download options panel.
TipIf you don't see the download link, make sure you're on the full desktop site, not the mobile version. Some browsers on tablets load the mobile layout, which hides the download option. -
Select CSV format and set your date range
In the download panel, select CSV from the file format dropdown. You'll 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 upSimplii typically allows up to 18 months of history for chequing and savings and about 12 months for credit cards. These limits come from the underlying CIBC platform. 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.
That's the file you upload into FlowVista. No spreadsheet tweaks needed — FlowVista auto-detects Simplii's CSV format when you upload it.
Pro tipRepeat steps 2-5 for each Simplii account. FlowVista de-duplicates transactions across uploads, so you can safely batch them all together.
Simplii keeps several years of transactions as PDF statements (eStatements) inside online banking. FlowVista imports CSV files today, so the most reliable way to capture older history is to run the export more than once: download several CSVs with back-to-back date ranges (for example, one per year up to Simplii's limit) and upload them together.
The app merges and de-duplicates everything automatically, so overlapping ranges won't double-count. FlowVista also imports investment-statement PDFs — Questrade, RBC, and Sun Life statements today, with more formats rolling out. Multiple CSV date ranges give you the full horizon, not just the last year or so.
Simplii Financial is CIBC's no-fee direct banking brand. Under the hood, Simplii runs on the same online banking platform as CIBC, which means:
- The online banking interface may show CIBC-branded elements (logos, URLs, session screens). This is normal.
- FlowVista auto-detects Simplii's CSV format when you upload it. You don't need to label or rename anything.
Now upload your Simplii 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, nothing shared with third parties — just your transactions on your private dashboard.
Open FlowVistaTroubleshooting
Common issues
I see CIBC branding on the sign-in page — am I in the right place?
Yes. Simplii Financial is powered by CIBC's platform, so the login page, session timeout screens, and some interface elements may carry CIBC branding. As long as you navigated to simplii.com and signed in with your Simplii credentials, you're in the right place.
I only see PDF options, not CSV
You're likely on the Simplii mobile app or the mobile version of the website. The app only offers PDF statement downloads. Sign in at simplii.com on a desktop or laptop browser and the Download transactions link will appear above the transactions list.
FlowVista imports CSV files today, so you'll need to grab the CSV from a desktop or laptop browser to bring the data in. If you only have your phone, the quickest path is to sign in to simplii.com using your phone's browser in desktop mode — or borrow a computer for a couple of minutes. (For investment accounts, FlowVista also imports investment-statement PDFs — Questrade, RBC, and Sun Life statements today, with more formats rolling out.)
My credit card only shows about 12 months of transactions
That's a Simplii-side limit inherited from CIBC's platform, not a FlowVista one. Credit-card CSV history is capped at roughly 12 months; chequing and savings go back about 18 months. To capture more than one window of history, run the CSV export a few times with back-to-back date ranges and upload them all — FlowVista merges and de-duplicates across files, so overlaps are safe. (For investment accounts, FlowVista also imports investment-statement PDFs — Questrade, RBC, and Sun Life statements today, with more formats rolling out.)
Does FlowVista need a special CSV format from Simplii?
No. FlowVista auto-detects Simplii's CSV format when you upload the default file Simplii exports. 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 Simplii.
Can I combine multiple Simplii accounts into one FlowVista upload?
Yes. You can upload multiple CSVs at once — chequing, savings, and your credit card. FlowVista de-duplicates across files by date, amount, and description, so you won't double-count anything. You can also mix Simplii CSVs with exports from other banks (including CIBC) 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 other users can't see your data), and never shared with advertisers. FlowVista has no connection to Simplii or CIBC — it only sees the file you chose to upload. Full details: Privacy Policy.
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Other Canadian banks
FlowVista supports every major Canadian bank. Here are the other export guides: