China · CNY
Convert China Merchants Bank statements to Excel
Upload a CMB statement PDF and get every transaction as a clean spreadsheet: real dates, debit and credit columns, and a balance check on every row.
How to download your CMB statement PDF
- 1Open the CMB app and go to the account’s transaction history (收支明细).
- 2Request a transaction statement PDF (交易流水) for the date range you need.
- 3CMB delivers the PDF to your email; download it from there.
Menu names change from time to time; see www.cmbchina.com for the current steps.
What makes CMB statements tricky
- Headers are in Chinese (记账日期, 交易金额, 联机余额, 交易摘要, 对手信息); our multilingual header detection maps them to date, amount, balance and description.
- Amounts are signed in a single column and followed by the balance, so every row can be reconciled.
- Counterparty details are a separate column and are appended to the description.
Typical columns
记账日期 Date货币 Currency交易金额 Amount联机余额 Balance交易摘要 Type对手信息 Counterparty
Frequently asked questions
- How do I convert a China Merchants Bank statement to Excel?
- Download the statement PDF from CMB online banking, drop it onto this page and choose Excel or CSV once the transactions appear. Most statements take a few seconds.
- Is it safe to upload my CMB statement?
- Files travel over HTTPS and are converted by our own software, with no AI services involved. They're deleted automatically after 24 hours (72 if the conversion fails, so we can fix it), and you can delete them yourself right away.
- Does PDFGenie check the CMB balances?
- Yes. Each transaction is checked against the running balance where the statement prints one, and the opening/closing balances otherwise. Rows that don't add up are flagged so you can review them.
- Can I convert scanned statements?
- Yes. Pages without a text layer (scans and photos saved as PDF) are read with OCR on our own servers, and sideways or upside-down pages are turned upright. PDFs downloaded from online banking are still the most accurate, and the balance check flags any row OCR may have misread.