How to download your Simplii Financial transactions

Simplii Financial is a bank in Canada. Export your transaction history as CSV, OFX, QFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFXQFXUp to 18 months of history

Step by step

  1. Log in to Simplii Financial Online Banking at simplii.com.
  2. On the home page, click 'Download transactions' in the left-hand navigation panel.
  3. Select the account you want to download from.
  4. Choose your date range using the date pickers.
  5. Select CSV as the file format (or QFX/OFX if you prefer).
  6. Click Download and save the file.

Tips for Simplii Financial

  • Simplii is a CIBC subsidiary — the download flow is the same as CIBC.
  • Up to 18 months of online history available.

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Got your Simplii Financial file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

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