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
The download entry point lives in the left-side menu, not above the transactions list: look for Download Transactions in the Account Summary area of that menu. 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
The format control isn't labelled "CSV" — it's a dropdown of financial software options (Quicken, QuickBooks and the like). Pick the spreadsheet entry; that's the plain
.csvfile FlowVista reads. The other entries produce.qfx,.qbo, or.ofxfiles, which you don't need here.Then set the date range as wide as the picker will let you. Grab as much history as you can — FlowVista's forecasts get sharper the more data they have to learn from.
Heads upSimplii doesn't publish a download window. It runs on CIBC's banking platform, where the documented reach is about the last 13 months, so plan on roughly the last year — and trust what the date picker actually offers over any number. 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.
Once you've taken the widest range the picker offers, the CSV route is largely done — on CIBC's platform the download reaches back about a year, and re-running it with an earlier range won't conjure up more. Simplii keeps several years of PDF statements (eStatements) inside online banking for your own records, but FlowVista imports transactions from CSV, not from bank-statement PDFs.
The thing that actually builds a long history is rhythm: export again every month or so. FlowVista merges and de-duplicates everything automatically, so overlapping ranges won't double-count and your record keeps extending forward even where Simplii won't reach back. FlowVista also imports investment-statement PDFs — Questrade, RBC, and Sun Life statements today, with more formats rolling out.
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 Download Transactions will appear in the left-side menu, in the Account Summary area.
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 download stops about a year back
That's a Simplii-side limit inherited from CIBC's platform, not a FlowVista one. Simplii publishes no figure of its own, but the CIBC platform it runs on documents a download reach of about the last 13 months — so roughly a year is what most people see, for cards and deposit accounts alike. Take the full range the picker offers, then export again every month or so and upload each file: FlowVista merges and de-duplicates across files, so overlaps are safe and your history builds forward from today. (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: