Bank download guides

Step-by-step instructions for exporting transactions from your bank. Find your bank, follow the steps, and import into PennySlice.

Canadian Banks

31 banks with download guides

Steps
  1. Log in to Alterna Bank online banking at alternabank.ca.
  2. Select 'Accounts' in the bottom navigation to open a list of your accounts.
  3. Select the account you want to export from the list.
  4. Click 'Transactions' to view your recent transaction history.
  5. Use the magnifying glass icon in the top-right corner to filter by date range.
  6. Scroll to the bottom of the page and click 'Export' to download your transaction history.
  7. Select CSV as the export format and save the file.
Tips
  • By default, the last 30 days of transactions are displayed.
  • Alterna also supports export to Quicken, Excel, QuickBooks, Xero, Sage 50, and Microsoft Money formats.
Steps
  1. Log in to your American Express account at americanexpress.com/ca.
  2. Click on 'Statements & Activity' in the top navigation.
  3. Select the account you want to download.
  4. Click 'Download Your Transactions' (or look for the download icon).
  5. Choose your date range.
  6. Select Excel (.xls) or PDF as the format.
  7. Click Download and save the file.
  8. Upload the .xls or .pdf file to PennySlice.
Tips
  • Amex Canada offers Excel (.xls) and PDF downloads — both are supported.
  • After importing, use Swap +/− if expenses show as positive amounts.
  • The swap is remembered for future Amex XLS imports.
Steps
  1. Log in to ATB Personal at atb.com.
  2. From the Overview screen, click 'More' in the primary navigation.
  3. From the More menu, click 'Account services'.
  4. On the Account services screen, click the 'Download transactions' tab.
  5. Select the ATB account you want to download transactions from.
  6. Select the date range over which you want to view the transaction history.
  7. Select the file type (CSV, Quicken, or QuickBooks).
  8. Click 'Download' and save the file.
Tips
  • ATB supports CSV, Quicken (QFX), and QuickBooks (QBO) formats.
  • For business accounts, use ATB Online Business and click the 'Download Transactions' tab.
Steps
  1. Log in to BMO Online Banking at bmo.com.
  2. Click on the account you want to download from.
  3. On the account page, click the 'Download' button.
  4. Choose your date range.
  5. Select CSV as the file format.
  6. Click Download and save the file.
Tips
  • BMO keeps about 13 months of online transaction history.
Steps
  1. Note: Canadian Western Bank was acquired by National Bank of Canada on February 3, 2025. Your accounts may have been migrated to National Bank's online banking.
  2. If still using CWBdirect, log in to CWBdirect Online Banking at cwbank.com.
  3. Select the account you want to view.
  4. Navigate to your transaction history.
  5. Look for the 'Export' or 'Download' option.
  6. Select CSV as the export format and save the file.
  7. If your account has been migrated, log in to National Bank online banking at nbc.ca and follow the National Bank download instructions.
Tips
  • CWB was acquired by National Bank of Canada in February 2025 — if you cannot access CWBdirect, your account has likely been migrated.
  • Contact National Bank support at 1-888-483-5628 if you need help locating your migrated account.
Steps
  1. Log in to CIBC Online Banking at cibc.com.
  2. On the home page, click 'Download transactions' in the left-hand navigation panel.
  3. Select the account you want to download from (chequing, savings, or credit card).
  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
  • CIBC allows up to 18 months of transaction history online.
  • The download option is on the left panel of the home page — you don't need to open the account first.
Max history: 18 months
Steps
  1. Log in to Coast Capital Online Banking.
  2. Select your account.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' or 'Export'.
  6. Choose CSV format.
  7. Save the file.
Steps
  1. Log in to AccesD at accesd.desjardins.com.
  2. Select your account.
  3. Go to 'Account Activity' or 'Transactions'.
  4. Choose the date range.
  5. Click 'Download' or 'Export'.
  6. Select CSV format.
  7. Save the file.
Tips
  • Desjardins' online platform is AccesD.
  • Interface may be in French by default — look for 'Telecharger' for download.
Steps
  1. Log in to EQ Bank at eqbank.ca.
  2. Click on the account you want.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click the 'Download CSV' button.
  6. Save the file.
Tips
  • EQ Bank is digital-only, so CSV export is well-supported.
Steps
  1. Log in to HSBC Online Banking at us.hsbc.com (US) or hsbc.ca (Canada).
  2. Select the account you want to export.
  3. Go to the 'Transactions' section (not Statements).
  4. Click the 'Download' or 'Export' button.
  5. Choose your date range.
  6. Select CSV as the file format.
  7. Click 'Download' and save the file.
Tips
  • CSV downloads must be done from Transactions — the Statements section only provides PDFs.
  • HSBC Canada was acquired by RBC in March 2024 — if your account was HSBC Canada, see the 'HSBC Canada' guide.
Steps
  1. HSBC Canada no longer exists. It was acquired by RBC Royal Bank on March 28, 2024.
  2. All HSBC Canada accounts have been migrated to RBC Royal Bank.
  3. Log in to RBC Online Banking at rbcroyalbank.com using your new RBC credentials.
  4. Click on the account you want to download from.
  5. Click 'Filter' to open the date range options.
  6. Select your date range and click 'Apply'.
  7. Click the 'Download' button and choose CSV as the format.
  8. Click 'Download' and save the file.
Tips
  • HSBC Canada was fully acquired by RBC on March 28, 2024 — all customer accounts were migrated.
  • If you haven't set up RBC online banking yet, visit an RBC branch with your HSBC Canada details.
Steps
  1. Log in to LBCDirect online banking at laurentianbank.ca.
  2. Navigate to your account overview.
  3. Click on the account you want to download transactions for.
  4. Your transaction history for the last 10 days will display by default.
  5. Click the 'Search' option to view transactions by a specific date range.
  6. Set your desired start and end dates.
  7. Click the 'Show options' icon (gear/settings icon).
  8. Select 'Download to CSV' to export your transactions.
Tips
  • The 'Show options' icon also lets you print or download to PDF.
  • For LBC Digital accounts, you can also access statements under your profile.
Steps
  1. Log in to Manulife Bank online banking at manulifebank.ca.
  2. Select the account you want to download transactions from.
  3. Click on the 'Transactions' or 'Account Activity' tab.
  4. Set your desired date range using the date filters.
  5. Look for the 'Download' or 'Export' button.
  6. Select CSV or Excel as the download format.
  7. Click 'Download' and save the file.
Tips
  • As of February 2026, QFX format is no longer available for Manulife credit cards — use CSV or Excel instead.
Steps
  1. Log in to Meridian Online Banking at meridiancu.ca.
  2. Select your account.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click 'Export' or 'Download'.
  6. Choose CSV format.
  7. Save the file.
Steps
  1. Motusbank was shut down on November 1, 2025. It is no longer operational.
  2. Deposit accounts and some lending products were moved to Coast Capital Savings Federal Credit Union.
  3. Most Ontario mortgages, lines of credit, and HELOCs were moved to Meridian Credit Union as of May 1, 2025.
  4. To download your transactions, log in to your new institution's online banking (Coast Capital or Meridian).
  5. Follow the respective bank's transaction download steps.
Tips
  • Motusbank (owned by Meridian Credit Union) was shut down in November 2025.
  • Contact Coast Capital Savings (1-888-517-7000) or Meridian Credit Union (1-866-592-2226) if you need help locating your migrated account.
Steps
  1. Log in to National Bank Online at nbc.ca.
  2. Select the account you want to export.
  3. Navigate to 'Transaction History'.
  4. Choose the date range.
  5. Click 'Download' or the export icon.
  6. Select CSV format.
  7. Save the file.
Tips
  • National Bank keeps about 12 months of online history.
Steps
  1. Open a web browser and go to member.neofinancial.com (CSV export is not available in the mobile app).
  2. Log in with your Neo Financial credentials.
  3. Click on 'Credit' or 'Money' from the left-side menu.
  4. Select the account you want to export.
  5. Scroll down and click 'Download CSV'.
  6. Use the filters to narrow your transaction date range if needed.
  7. Click 'Download' and save the CSV file.
Tips
  • CSV export is only available on the Neo website — not in the mobile app.
  • You can download up to 2,000 transactions per CSV file. Use date filters to download in smaller batches if you have more.
  • Works for both Neo credit card and Money accounts.
Steps
  1. Log in to Oaken Digital at digitalbanking.oaken.com.
  2. Click 'Accounts' in the main navigation.
  3. Select the Savings Account you want to download transactions for.
  4. Click the 'Transactions' tab.
  5. Tap the filter icon and select a date range on the calendar (max 1 year).
  6. Click 'Apply' to filter your transactions.
  7. Click the 'Share' or 'Download' icon.
  8. Choose CSV as the file format and save the file.
Tips
  • Date range searches cannot be greater than 1 year.
  • Oaken Digital only allows searches back to January 1, 2021.
Steps
  1. Log in to PayPal at paypal.com.
  2. Click 'Activity' in the top navigation.
  3. Click 'Statements' in the sub-navigation, then select 'Activity download'.
  4. Select the 'Transaction type' (e.g. Balance affecting).
  5. Choose a date range (up to 12 months at a time).
  6. In the 'File type' dropdown, select 'CSV'.
  7. Click 'Create Report' or 'Download' and save the file.
Tips
  • PayPal keeps up to 7 years of history, but you can only export 12 months at a time.
  • CSV exports can contain up to 50,000 records.
Max history: 12 months per export
Steps
  1. Log in to PC Financial online banking at pcfinancial.ca.
  2. Click on 'Transactions' in the main navigation.
  3. Click the 'Export CSV' button.
  4. The file will download containing all available transactions (up to ~12 months).
  5. Save the CSV file to your computer.
Tips
  • PC Financial exports all available transactions at once — there is no date range picker.
  • Typically up to 12 months of transaction history is available.
Steps
  1. Log in to your Questrade account at questrade.com.
  2. Click 'Reports' in the top navigation bar.
  3. Click 'Go to transaction history'.
  4. Select your desired date range using the date pickers.
  5. Click 'Export to Excel' to download your transactions as a spreadsheet.
  6. Save the file to your computer.
Tips
  • You can also access transaction history via Menu > Reports > Account activity.
  • Trade confirmations and reports can be exported as CSV or PDF.
Steps
  1. Log in to RBC Online Banking at rbcroyalbank.com.
  2. Click on the account you want to download from.
  3. Click 'Filter' to open the date range options.
  4. Select your date range and click Apply.
  5. Click the 'Download' button.
  6. Choose CSV (or OFX/QFX) as the format.
  7. Click Download and save the file.
Tips
  • RBC keeps up to 13 months of history for most accounts.
Steps
  1. Log in to Rogers Bank online at rogersbank.com.
  2. In the 'I want to...' drop-down menu, click 'View transaction history'.
  3. Set your desired date range using the date filters.
  4. Click the 'Download' or 'Export' button.
  5. Select CSV (or OFX) as the file format.
  6. Click 'Download' and save the file.
Tips
  • Rogers Bank supports both CSV and OFX export formats.
Steps
  1. Log in to Scotiabank Online Banking at scotiabank.com.
  2. Click on the account you want to download from.
  3. Go to 'Account Activity' or 'Transaction History'.
  4. Set the date range using the calendar picker.
  5. Look for the 'Download' or 'Export' option (usually an icon or link near the date range).
  6. Select CSV format.
  7. Click Download and save the file.
Tips
  • Scotiabank keeps up to 13 months of history online.
  • For credit cards, look under 'Statements' for downloadable transaction data.
Steps
  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
  • Simplii is a CIBC subsidiary — the download flow is the same as CIBC.
  • Up to 18 months of online history available.
Steps
  1. Log in to Tangerine Online Banking at tangerine.ca.
  2. Click on the account you want to download.
  3. Go to 'Transaction History' or 'Activity'.
  4. Set the date range you want.
  5. Click the 'Download' link at the top of the transaction list.
  6. Choose CSV format.
  7. Save the file.
Tips
  • Tangerine is a Scotiabank subsidiary — CSV format is similar.
  • Up to 7 years of history available for some account types.
Steps
  1. Log in to TD EasyWeb at easyweb.td.com.
  2. Click on the account you want to export.
  3. Click 'Transactions' to see your activity.
  4. Use the date range filter to select the period you want.
  5. Click the 'Download' link — it's usually at the top-right of the transaction list.
  6. Choose CSV as the download format.
  7. Click Download and save the file.
Tips
  • TD keeps up to 18 months of transaction history online.
  • If you have a TD credit card, the download option is under 'Account Activity'.
  • TD CSV files use a comma separator with columns: Date, Description, Debit, Credit, Balance.
Steps
  1. Log in to Vancity Online Banking at vancity.com.
  2. Select your account.
  3. Go to 'Account Activity'.
  4. Set the date range.
  5. Click 'Download' or 'Export'.
  6. Choose CSV format.
  7. Save the file.
Steps
  1. Log in to Wealthsimple at wealthsimple.com or open the app.
  2. Go to your Cash account.
  3. Click 'Activity' or 'Transactions'.
  4. Look for 'Download' or 'Export' — may need to go to Settings > Statements.
  5. Choose CSV format.
  6. Save the file.
Tips
  • Wealthsimple may require you to download from the web app rather than mobile.
  • Check Settings > Documents > Tax documents for annual summaries.
Steps
  1. Open a web browser and go to my.wealthsimple.com (CSV export is best on desktop).
  2. Log in with your Wealthsimple credentials.
  3. Select the account you want to export (Trade, Managed, or Crypto).
  4. Navigate to the 'Activity' section.
  5. Look for the 'Export' or 'Download CSV' option.
  6. Select your desired date range or statement period.
  7. Click 'Download' and save the CSV file.
Tips
  • Activities exports show stock and options transaction history in CSV format.
  • Use the desktop web version — the mobile app has limited export options.
Steps
  1. Log in to your Wise account at wise.com.
  2. Click 'Transactions' in the left-hand panel.
  3. Click 'Filter' to open the filter pane.
  4. Select your date range.
  5. Check the currency checkbox for the currency you want to download (e.g. CAD, USD, GBP).
  6. Important: Select only one currency at a time — Wise allows multiple selection, but PennySlice works with one currency per account.
  7. Click Apply to filter.
  8. Click the 'Download' button.
  9. Select CSV and click Download.
Tips
  • Wise shows all currencies under one Personal account — each currency is effectively a separate account.
  • Download each currency separately and import into the matching PennySlice account (e.g. 'Wise CAD', 'Wise USD').
  • Create a separate account in PennySlice for each Wise currency you use.

US Banks

41 banks with download guides

Steps
  1. Log in to Ally Bank at ally.com.
  2. Click on the account you want.
  3. Go to 'Activity & Statements'.
  4. Set the date range.
  5. Click 'Download Transactions'.
  6. Choose CSV format.
  7. Save the file.
Tips
  • Ally is fully digital, so CSV exports are well-supported with a clean format.
Steps
  1. Log in to American Express at americanexpress.com.
  2. Click on the card you want to download.
  3. Go to 'Statements & Activity'.
  4. Set the date range using the dropdown or calendar.
  5. Click 'Download your Transactions' (link at the bottom of the activity list).
  6. Select CSV format.
  7. Click Download and save.
Tips
  • Amex allows downloading up to 7 years of statements.
  • Amex CSV format: Date, Description, Amount (negative = charge, positive = credit).
Steps
  1. Open the Wallet app on your iPhone.
  2. Tap Apple Card.
  3. Tap Card Balance and scroll down to find Statements.
  4. Select the statement month you want to export.
  5. Tap Export Transactions.
  6. Select CSV (or OFX/QFX/QBO).
  7. Tap the Share icon to AirDrop, email, or Save to Files.
Tips
  • You can only export completed monthly statements — current unbilled transactions cannot be exported.
  • Only one month can be exported at a time.
Max history: 1 month per export
Steps
  1. Log in to Axos Online Banking at axosbank.com.
  2. Click the three-dot menu (⋯) in the top-right corner.
  3. Select 'Download Transactions'.
  4. Select the account to download from.
  5. Choose the Transaction Period (date range).
  6. Select CSV as the file format.
  7. Click 'Download' and save the file.
Tips
  • The download option is under the three-dot menu — not on the main transaction page.
Steps
  1. Log in to Bank of America Online Banking at bankofamerica.com.
  2. Click on the account you want.
  3. Click 'View Statements & Documents' or go to Activity.
  4. Set the date range.
  5. Click 'Download Transactions' (look for a download icon).
  6. Choose CSV (or Microsoft Excel) format.
  7. Click Download and save.
Tips
  • Bank of America keeps up to 7 years of statements.
  • Look for the download option in the 'Statements & Documents' section if not on the activity page.
Steps
  1. Log in to Betterment at betterment.com.
  2. Click 'Documents' in the main menu.
  3. Select the statement period.
  4. Click 'Download' to save the monthly PDF statement.
  5. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Betterment does not offer native CSV export — only PDF statements.
Steps
  1. Log in to BMO online banking at bmo.com.
  2. Select the account you want to export.
  3. Click 'Download' above and to the right of the Transactions table.
  4. Select a date range using the date pickers.
  5. In the 'Download format' dropdown, select 'Spreadsheet (CSV format)'.
  6. Click 'Download' and save the file.
Tips
  • BMO also supports Quicken (QFX) and QuickBooks (QBO) export formats.
  • BMO Harris US uses the same online banking portal as BMO Canada (bmo.com).
Steps
  1. Log in to Capital One Online at capitalone.com.
  2. Click on the account (credit card or checking).
  3. Go to 'View Transactions' or 'Activity'.
  4. Set the date range filter.
  5. Click 'Download Transactions' (look for a download link at the top-right).
  6. Select CSV format.
  7. Click Download and save.
Tips
  • Capital One keeps up to 7 years of credit card history.
  • Capital One's CSV format includes: Transaction Date, Posted Date, Card No., Description, Category, Debit, Credit.
Steps
  1. Log in to Schwab at schwab.com.
  2. Go to 'Accounts' > click on your checking/brokerage account.
  3. Click 'History' or 'Transactions'.
  4. Set the date range.
  5. Click the 'Export' link (usually top-right).
  6. Choose CSV format.
  7. Save the file.
Tips
  • Schwab keeps up to 24 months of online transaction history.
Steps
  1. Log in to Chase Online at chase.com.
  2. Click on the account (checking, savings, or credit card).
  3. Click 'See full statement & activity' or go to the Activity tab.
  4. Set the date range using the date filter dropdown.
  5. Click the download icon (arrow pointing down) at the top-right of the transaction list.
  6. Select CSV as the download format.
  7. Click Download Activity and save the file.
Tips
  • Chase allows up to 7 years of history for credit cards, 2 years for checking.
  • Chase credit card CSV has: Transaction Date, Post Date, Description, Category, Type, Amount.
  • Chase checking CSV has: Details, Posting Date, Description, Amount, Type, Balance, Check or Slip #.
Max history: 7 years (credit cards), 2 years (checking)
Steps
  1. Open the Chime app or go to chime.com and log in.
  2. Tap your profile icon or click your name in the top-right corner.
  3. Go to 'Settings'.
  4. Tap 'Documents'.
  5. Select 'Statements'.
  6. Choose the statement month you want to download.
  7. Tap the 'Download' button to save the PDF statement.
  8. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Chime only provides PDF statements — there is no native CSV export.
  • Statements are available for up to 18 months.
Max history: 18 months
Steps
  1. Log in to CIBC US Online Banking at us.cibc.com.
  2. On the home page, click 'Download transactions' in the left-hand navigation panel.
  3. Select the account you want to download from (checking, savings, or credit card).
  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
  • CIBC US is a separate entity from CIBC Canada — use us.cibc.com, not cibc.com.
  • The download flow is similar to CIBC Canada.
Max history: 18 months
Steps
  1. Log in to Citi Online at citi.com.
  2. Click on the account you want to download.
  3. Go to 'View Transactions' or the Activity tab.
  4. Set the date range.
  5. Click 'Download Transactions' (look for the download icon at the top of the list).
  6. Select CSV format.
  7. Click Download and save.
Tips
  • Citi keeps up to 24 months of online transaction history.
  • Credit card downloads are typically available under 'Account Activity'.
Max history: 24 months
Steps
  1. Log in to Citizens Bank Online at citizensbank.com.
  2. Click on the account you want.
  3. Go to 'Account Activity'.
  4. Set the date range.
  5. Click 'Download' or 'Export'.
  6. Choose CSV format.
  7. Save the file.
Steps
  1. Open the Current app on your mobile device.
  2. Tap the Account or Settings icon.
  3. Navigate to 'Documents' or 'Statements'.
  4. Select the statement month you want to download.
  5. Tap 'Download' to save the PDF statement.
  6. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Current is a mobile-first neobank — there is no native CSV export.
Steps
  1. Log in to Discover at discover.com.
  2. Click on the account.
  3. Go to 'Activity' or 'Statements'.
  4. Set the date range.
  5. Click 'Download' or 'Export'.
  6. Choose CSV format.
  7. Save the file.
Tips
  • Discover keeps up to 7 years of statement history.
Steps
  1. Log in to E*TRADE at us.etrade.com.
  2. Click the 'Accounts' tab in the top navigation.
  3. Select 'Transaction History'.
  4. Choose a Custom Time Period and set your dates.
  5. Click 'Search' to load the results.
  6. Click the 'Download' icon (down arrow) in the top-right.
  7. Select CSV and save the file.
Tips
  • Export in smaller date increments if you trade frequently.
Steps
  1. Log in to Fidelity at fidelity.com.
  2. Go to 'Accounts' > select the account.
  3. Click 'Activity & Orders' or 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' (look for the download icon or link).
  6. Choose CSV format.
  7. Save the file.
Tips
  • Fidelity's Cash Management Account exports like a checking account.
Steps
  1. Log in to Fifth Third Bank online banking at 53.com.
  2. Click on the account you want to view.
  3. Go to 'Statements' to access your account statements.
  4. Select the statement period you want to download.
  5. Click the 'Download' icon to save the PDF statement.
  6. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Fifth Third Bank primarily provides PDF statement downloads — there is no native CSV export.
  • You can access up to 24 months of account history online.
Steps
  1. Log in to HSBC Online Banking at us.hsbc.com (US) or hsbc.ca (Canada).
  2. Select the account you want to export.
  3. Go to the 'Transactions' section (not Statements).
  4. Click the 'Download' or 'Export' button.
  5. Choose your date range.
  6. Select CSV as the file format.
  7. Click 'Download' and save the file.
Tips
  • CSV downloads must be done from Transactions — the Statements section only provides PDFs.
  • HSBC Canada was acquired by RBC in March 2024 — if your account was HSBC Canada, see the 'HSBC Canada' guide.
Steps
  1. Log in to Huntington Online Banking at huntington.com.
  2. Click on the account you want to export from.
  3. On the Account Details page, look for the 'Download Account Transactions' option.
  4. Select your date range (last month or custom range).
  5. Choose the export format: CSV, Quicken (QFX), or QuickBooks (QBO).
  6. Click 'Download' and save the file.
Tips
  • Personal accounts support CSV, Quicken, and QuickBooks formats.
Steps
  1. Log in to KeyBank Online Banking at key.com.
  2. Select the account you want to export.
  3. Navigate to the 'Transaction History' page.
  4. Set your desired date range (limited to 90 days per export).
  5. Look for the 'Export' or 'Download as CSV/XLS' button.
  6. Select CSV as the format.
  7. Click 'Download' and save the file.
Tips
  • CSV export is limited to 90 days of transactions.
  • For complete statement data, download PDF statements from the 'Statements' section.
Steps
  1. Log in to M&T Online Banking at mtb.com.
  2. Select the account you want to view.
  3. Navigate to 'Statements' in the menu.
  4. Select the month you need.
  5. Click 'Download' or 'View PDF' to save the statement.
  6. Upload the PDF to PennySlice — we support PDF import.
Tips
  • M&T Bank does not offer native CSV or spreadsheet export — only PDF.
  • M&T supports Direct Connect with Quicken and QuickBooks (~90 days).
Steps
  1. Log in to your Marcus account at marcus.com or in the Marcus mobile app.
  2. Navigate to 'Documents' in the menu.
  3. Select the statement period you need.
  4. Click 'Download' or 'View PDF' to save the statement.
  5. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Marcus does not offer CSV or spreadsheet export — only PDF statements.
Steps
  1. Log in to Navy Federal at navyfederal.org.
  2. Click on the account.
  3. Go to 'Account Activity' or 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' or 'Export'.
  6. Choose CSV format.
  7. Save the file.
Steps
  1. Log in to PayPal at paypal.com.
  2. Click 'Activity' in the top navigation.
  3. Click 'Statements' in the sub-navigation, then select 'Activity download'.
  4. Select the 'Transaction type' (e.g. Balance affecting).
  5. Choose a date range (up to 12 months at a time).
  6. In the 'File type' dropdown, select 'CSV'.
  7. Click 'Create Report' or 'Download' and save the file.
Tips
  • PayPal keeps up to 7 years of history, but you can only export 12 months at a time.
  • CSV exports can contain up to 50,000 records.
Max history: 12 months per export
Steps
  1. Log in to PNC Online Banking at pnc.com.
  2. Click on the account you want.
  3. Go to 'Account Activity' or 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' (look for the download icon).
  6. Choose CSV format.
  7. Save the file.
Tips
  • PNC keeps up to 18 months of online history.
Max history: 18 months
Steps
  1. Log in to Regions Online Banking at regions.com.
  2. Select the account you want to export.
  3. Click 'Activity' to view your transaction history.
  4. Click 'Export/Download'.
  5. Choose your date range.
  6. Select the export format: CSV, OFX, or your preferred format.
  7. Click 'Download' and save the file.
Tips
  • CSV export typically covers 12–18 months of transactions.
Steps
  1. Log in to Robinhood at robinhood.com or open the app.
  2. Tap the Account icon (bottom-right).
  3. Select 'Reports and Statements'.
  4. Set the date range and transaction types to include.
  5. Click 'Generate Report'.
  6. Once ready, click 'Download CSV' and save the file.
Tips
  • Large date ranges may take up to 24 hours to generate.
  • Reports include trades, dividends, and transfers.
Steps
  1. Log in to Santander Online Banking at santanderbank.com.
  2. Click 'View transactions' in the left-hand navigation.
  3. Select a start date and end date (max 12 months).
  4. Click 'Download transactions' above the transaction list.
  5. In the 'Download to' dropdown, select 'midata (CSV)'.
  6. Click 'Download' and save the file.
Tips
  • Maximum 600 transactions per download.
Steps
  1. Log in to SoFi at sofi.com or open the app.
  2. Go to your Money (checking/savings) account.
  3. Click 'Activity' or 'Transactions'.
  4. Look for a 'Download' or 'Export' option — may be under the three-dot menu.
  5. Select CSV and save.
Tips
  • SoFi's CSV export may be limited — check the web app if mobile doesn't show it.
Steps
  1. Log in to your Synchrony account at synchrony.com.
  2. Select the account (e.g. 'Account Ending In XXXX').
  3. Find 'I want to...' and choose 'View recent activity'.
  4. Change the 'All Statements' dropdown to a specific statement period.
  5. Scroll to the bottom and click 'Export'.
  6. Save the CSV file to your computer.
Tips
  • The Export button only appears after selecting a specific statement period — it is hidden when 'All Statements' is selected.
  • Steps may vary slightly depending on the store card (Amazon, Lowe's, etc.).
Steps
  1. Log in to TD Bank Online at tdbank.com.
  2. Click on the account you want.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' link.
  6. Choose CSV format.
  7. Save the file.
Tips
  • TD Bank (US) is separate from TD Canada Trust.
  • Keeps up to 18 months of history online.
Max history: 18 months
Steps
  1. Log in to Truist Online Banking at truist.com.
  2. Click on your account.
  3. Go to 'Account Activity' or 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' or 'Export'.
  6. Choose CSV format.
  7. Save the file.
Tips
  • Truist was formed from BB&T and SunTrust merger.
Steps
  1. Log in to US Bank Online at usbank.com.
  2. Click on the account you want.
  3. Go to 'Transaction History' or 'Activity'.
  4. Set the date range.
  5. Click 'Download' or 'Export Transactions'.
  6. Choose CSV format.
  7. Save the file.
Tips
  • US Bank keeps up to 18 months of transaction history online.
Max history: 18 months
Steps
  1. Log in to USAA at usaa.com.
  2. Click on the account.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click 'Download Transactions' or the export icon.
  6. Choose CSV format.
  7. Save the file.
Tips
  • USAA is for military members and families.
Steps
  1. Log in to your Vanguard account at vanguard.com.
  2. Go to 'My Accounts' and select 'Transaction History'.
  3. Choose the accounts to include.
  4. Select a date range (up to 18 months back).
  5. Click 'Download' and select 'CSV'.
  6. Save the file.
Tips
  • Vanguard limits transaction exports to the past 18 months.
Max history: 18 months
Steps
  1. Open the Varo app on your mobile device.
  2. Tap the menu icon or navigate to 'My Varo'.
  3. Go to 'Statements and Documents'.
  4. Select the statement month you want to download.
  5. Tap to download the PDF statement.
  6. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Varo is mobile-first and only provides PDF statements — no CSV or spreadsheet export.
Steps
  1. Log in to Wealthfront at wealthfront.com.
  2. Click 'Documents' in the top navigation.
  3. Select the account and statement period.
  4. Click 'Download' to save the monthly PDF statement.
  5. Upload the PDF to PennySlice — we support PDF import.
Tips
  • Wealthfront does not offer native CSV export — only PDF and Quicken (QFX).
Steps
  1. Log in to Wells Fargo Online at wellsfargo.com.
  2. Click on the account you want.
  3. Go to 'Activity' tab.
  4. Set the date range with the date picker.
  5. Click 'Download Account Activity' link (top-right area).
  6. Choose Comma Delimited (.csv) as the format.
  7. Click Download and save the file.
Tips
  • Wells Fargo allows downloading up to 18 months of activity.
  • For credit cards, the option may be under 'Statements & Activity'.
Steps
  1. Log in to your Wise account at wise.com.
  2. Click 'Transactions' in the left-hand panel.
  3. Click 'Filter' to open the filter pane.
  4. Select your date range.
  5. Check the currency checkbox for the currency you want to download (e.g. CAD, USD, GBP).
  6. Important: Select only one currency at a time — Wise allows multiple selection, but PennySlice works with one currency per account.
  7. Click Apply to filter.
  8. Click the 'Download' button.
  9. Select CSV and click Download.
Tips
  • Wise shows all currencies under one Personal account — each currency is effectively a separate account.
  • Download each currency separately and import into the matching PennySlice account (e.g. 'Wise CAD', 'Wise USD').
  • Create a separate account in PennySlice for each Wise currency you use.

European & UK Banks

35 banks with download guides

Steps
  1. Log in to ABN AMRO Internet Banking at abnamro.nl.
  2. Select the account to export.
  3. Click 'Download transactions' ('Transacties downloaden').
  4. Enter the start date and end date (up to 18 months).
  5. Select 'TXT' (tab-separated) or 'MT940' format.
  6. Click 'Download' and save the file.
  7. Upload the file to PennySlice — we support CSV/TXT import.
Tips
  • ABN AMRO uses tab-separated TXT rather than comma-separated CSV.
  • You can download up to 18 months of history.
Max history: 18 months
Steps
  1. Log in to AIB Internet Banking at aib.ie.
  2. Navigate to 'Historical Transactions'.
  3. Choose the account from the dropdown.
  4. Set your desired date range.
  5. Click the 'Export' button.
  6. Save the CSV file.
Tips
  • Works for both current accounts and credit card accounts.
Steps
  1. Log in to Banco Santander at bancosantander.es.
  2. Navigate to your account and select 'Movimientos' (Transactions).
  3. Set your desired date range (up to 12 months).
  4. Click 'Descargar' (Download) or 'Exportar' (Export).
  5. Select CSV or Excel as the format.
  6. Save the file.
Tips
  • Maximum 600 transactions per download.
  • 'Movimientos' = Transactions, 'Descargar' = Download.
Steps
  1. Log in to Banking 365 at bankofireland.com.
  2. Click on the bank account to download.
  3. Click 'Transactions' (bottom-right of screen).
  4. Click 'Advanced' (top-left).
  5. Enter 'From' and 'To' dates and click 'Go'.
  6. Click 'Export Transaction History' (bottom-left).
  7. Save the file.
Tips
  • Up to 12 months of history online.
  • Maximum 990 lines per filtered export.
Steps
  1. Log in to Barclays Online Banking at barclays.co.uk (desktop browser required).
  2. Click on the account you wish to export and select 'Show recent transactions'.
  3. Scroll to the bottom of the transactions list and click 'View All Transactions'.
  4. Choose a start and end date for your export and click 'Search'.
  5. Scroll to the bottom of the updated transactions list.
  6. Click 'Export All'.
  7. Select 'CSV' from the export options and save the file.
Tips
  • CSV export is not available in the Barclays mobile app — you must use desktop Online Banking.
  • The export option is at the bottom of the transactions list.
Steps
  1. Log in to BBVA online banking at bbva.es.
  2. Navigate to your account and select 'Movimientos' (Transactions).
  3. Set your desired date range.
  4. Click 'Descargar' (Download) or 'Exportar' (Export).
  5. Select CSV or Excel as the format.
  6. Save the file.
Tips
  • BBVA keeps bank documents for the last 5 years.
Max history: 5 years
Steps
  1. Log in to BNP Paribas at mabanque.bnpparibas.
  2. Navigate to 'Comptes et Contrats' (Accounts and Contracts).
  3. Select the account to export.
  4. Click 'Télécharger mes opérations' (Download my operations).
  5. Select CSV as the export format.
  6. Click 'Télécharger' (Download) and save the file.
Tips
  • CSV/OFX/QIF exports cover current operations only (~90 days).
  • Beyond 90 days, only PDF statements are available.
Steps
  1. Log in to CaixaBankNow at caixabank.es.
  2. Navigate to your account and view transactions.
  3. Click 'Descargar en Excel' (Download in Excel).
  4. Save the XLS file to your computer.
  5. Upload the XLS file to PennySlice — we support XLS import.
Tips
  • CaixaBank exports as XLS (Excel) — not CSV directly.
  • 'Descargar en Excel' = Download in Excel.
Steps
  1. Log in to Chase UK at chase.co.uk or open the Chase UK app.
  2. Select the account you want to export.
  3. Navigate to your transaction history.
  4. Look for the 'Download' or 'Export' option.
  5. Select CSV as the file format.
  6. Choose your date range.
  7. Click 'Download' and save the file.
Tips
  • Chase UK is JPMorgan's digital bank for the UK — separate from Chase US.
Max history: 12 months
Steps
  1. Log in to Crédit Agricole online banking at credit-agricole.fr.
  2. Navigate to the 'Compte' (Account) tab.
  3. Select the account to export.
  4. Click 'Autres' (Other) and then 'Export'.
  5. Select your desired date range.
  6. Choose CSV as the export format.
  7. Click 'Télécharger' (Download) and save the file.
Tips
  • CSV export availability may vary by regional Caisse (branch).
  • PDF statements are always available as a fallback.
Steps
  1. Log in to Danske Bank eBanking at danskebank.dk.
  2. Navigate to your account and view your transaction list.
  3. Click the Menu icon in the top-right corner.
  4. Select 'To spreadsheet'.
  5. Choose CSV as the export format.
  6. Click 'Download' and save the file.
Tips
  • The 'To spreadsheet' option is in the menu (top-right).
  • Danske Bank operates in Denmark, Finland, Sweden, Norway, and Northern Ireland.
Steps
  1. Log in to Deutsche Bank Online Banking at meine.deutsche-bank.de.
  2. Navigate to 'Umsätze' (Transactions) for your account.
  3. Set your desired date range using the filter.
  4. Look for the CSV/Excel export option in the transaction view.
  5. Click 'Download' to save the file.
  6. If CSV export is not available, navigate to 'Postfach' (mailbox) to download monthly PDF statements instead.
Tips
  • Monthly PDF statements are always available in the 'Postfach' (electronic mailbox).
  • The interface is primarily in German — 'Umsätze' means Transactions, 'Postfach' means Mailbox.
Steps
  1. Log in to First Direct Online Banking at firstdirect.com.
  2. Navigate to the 'Transactions' section.
  3. Set your date range (up to 1 year per download).
  4. Click 'Download'.
  5. Select CSV from the available formats.
  6. Save the file.
Tips
  • First Direct keeps up to 6 years of transaction history — download one year at a time.
  • First Direct is part of HSBC Group.
Max history: 12 months per export
Steps
  1. Log in to Halifax Online Banking at halifax.co.uk (desktop required).
  2. Click on the account you want to export.
  3. View your transaction list.
  4. Click 'Export' at the bottom of the transaction list.
  5. Select 'CSV' as the format and save the file.
Tips
  • CSV export typically covers the last 3–4 months.
  • Halifax is part of Lloyds Banking Group — export steps are similar to Lloyds.
Max history: 4 months
Steps
  1. Log in to Handelsbanken Online Banking at handelsbanken.se.
  2. Navigate to your account overview.
  3. Select the account to export.
  4. Look for the 'Download' ('Ladda ner') option.
  5. Select CSV or Excel as the format.
  6. Click 'Download' and save the file.
  7. If CSV is unavailable, download the PDF statement and upload to PennySlice — we support PDF import.
Tips
  • 'Ladda ner' = Download (Swedish).
  • Handelsbanken also operates in the UK, Norway, and Finland.
Steps
  1. Log in to HSBC Online Banking UK at hsbc.co.uk (desktop browser required).
  2. Go to your account overview and select the account you want to export.
  3. Navigate to the 'Transactions' section (not Statements).
  4. Look for the 'Download' or 'Export' button.
  5. Choose your date range (up to 12 months back).
  6. Select CSV (or XLS) as the file format.
  7. Click 'Download' and save the file.
Tips
  • CSV/XLS downloads must be done from the Transactions list — not from the Statements section (which is PDF only).
  • CSV export covers up to 12 months of transactions.
  • CSV export is only available from desktop online banking — not the mobile app.
Max history: 12 months
Steps
  1. Log in to ING online banking at mijn.ing.nl.
  2. Select the payment account you want to export.
  3. Click 'Af- en bijschrijvingen downloaden' (Download transactions).
  4. Choose the start date and end date for the transactions.
  5. Select the file format: 'Kommagescheiden CSV' (comma-separated CSV).
  6. Click 'Download' to save the file.
Tips
  • You can download transactions from a maximum of 18 months back.
  • Transactions must be exported per bank account — one file per account.
  • The interface is primarily in Dutch — 'Kommagescheiden CSV' means comma-separated CSV.
Max history: 18 months
Steps
  1. Log in to Intesa Sanpaolo Internet Banking at intesasanpaolo.com.
  2. Go to 'Conti e Operazioni' (Accounts and Transactions).
  3. Select the account to export.
  4. Click 'Movimenti' (Transactions) and set your date range.
  5. Click 'Scarica' (Download).
  6. Select CSV or Excel as the format.
  7. Save the file.
Tips
  • Movements downloadable for up to 13 months.
  • 'Conti e Operazioni' = Accounts and Transactions.
Steps
  1. Log in to KBC Touch at kbctouch.kbc.be or open KBC Mobile.
  2. Navigate to your account and select 'Account statements' ('Rekeninguittreksels').
  3. Choose the period: weekly, monthly, quarterly, or yearly.
  4. Select CSV as the download format.
  5. Click 'Download' and save the file.
Tips
  • Business accounts can search statements going back 10 years.
  • 'Rekeninguittreksels' = Account statements (Dutch).
Steps
  1. Log in to Lloyds Online Banking at lloydsbank.com (desktop browser required).
  2. Click on the account you want to export.
  3. View your transactions list.
  4. Scroll down to find the 'Export' link.
  5. Select 'Date Range' and enter the start and end dates.
  6. Click 'Export' to download the CSV file.
Tips
  • CSV export is not available via the Lloyds mobile app — desktop only.
  • If the period is greater than 90 days or you have more than 150 transactions, export in multiple batches.
Steps
  1. Open the Monzo app on your mobile device.
  2. On the Home screen, tap the three dots (⋮) at the bottom-right of your card.
  3. Tap 'Bank statements'.
  4. Choose the date range you want to export.
  5. Select CSV as the document format (PDF and QIF also available).
  6. Tap 'Download' or 'Share' to save or send the file.
Tips
  • Monzo supports CSV, PDF, and QIF export formats directly from the mobile app.
  • The export includes all transactions including Pot transfers.
Steps
  1. Open a web browser and log in to the N26 WebApp at app.n26.com (CSV export is not available in the mobile app).
  2. Select the account or Space you want to export.
  3. Click the download icon.
  4. Under 'CSV Export', choose your start and end dates.
  5. Click 'Download CSV' to save the file.
Tips
  • CSV export is only available through the N26 WebApp — not the mobile app.
  • You can export transactions for individual Spaces as well as your main account.
Steps
  1. Log in to Nationwide Internet Banking at nationwide.co.uk.
  2. Select the account you want to download from.
  3. Set your desired date range.
  4. Click the 'Download Transactions' dropdown.
  5. Select 'Download CSV file'.
  6. Save the file.
Tips
  • You can download statements from the last 36 months.
Steps
  1. Log in to NatWest Online Banking at natwest.com.
  2. Click on the account you wish to export and select 'View Transactions'.
  3. Click 'Show search' to reveal search options.
  4. Select 'Search between two dates' and enter your start and end dates.
  5. Click 'Search' to refresh the transaction list.
  6. From the export drop-down menu, select 'Excel, Lotus, 123, Text (CSV file)'.
  7. Click 'Export' and save the file.
Tips
  • NatWest may limit date searches to 3 months at a time — export in multiple batches if needed.
  • OFX format is also available for accounting software.
Max history: 3 months per export
Steps
  1. Log in to Nordea Netbank at nordea.fi (desktop required).
  2. Navigate to the account you want to export.
  3. Go to 'Transactions & details'.
  4. Click the 'CSV' button (beside the Print button).
  5. The CSV file will download.
Tips
  • CSV export is only available in Netbank (desktop) — not in Nordea Mobile.
  • Nordea operates in Finland, Sweden, Norway, and Denmark.
Steps
  1. Log in to Rabobank Online Banking at rabobank.nl.
  2. Click 'Betalen en sparen' (Payments and savings).
  3. Click 'Downloaden transacties' (Download transactions).
  4. Select 'CSV (.csv)' as the download format.
  5. Choose a time period (max 3 consecutive months).
  6. Click 'Download' and save the file.
Tips
  • Maximum 3 consecutive months per download.
  • Account statements go back up to 8 years.
  • 'Downloaden transacties' means Download transactions.
Max history: 3 months per export
Steps
  1. Open the Revolut app or log in at app.revolut.com.
  2. Tap on the account you want to export.
  3. Tap the three dots menu (⋯) in the top-right corner.
  4. Select 'Statement'.
  5. Choose your date range (start and end dates).
  6. Select CSV as the export format.
  7. Tap 'Download' or 'Get statement' to save the file.
Tips
  • CSV exports are per currency — export each currency separately.
  • Both the mobile app and web app support CSV export.
Steps
  1. Log in to Santander Online Banking at santander.co.uk.
  2. From 'My Accounts and Transactions', choose the account.
  3. Click 'Download transactions' above the transactions table.
  4. Select 'All available transactions' or 'Since last download'.
  5. In the 'Download to' dropdown, select 'midata (CSV)'.
  6. Click 'Download' and save the file.
Tips
  • Maximum 600 transactions per download.
Steps
  1. Log in to Société Générale at societegenerale.fr.
  2. Navigate to the 'Compte' (Account) tab.
  3. Select the account to export.
  4. Click 'Autres' (Other) and then 'Export'.
  5. Select the months you want to export.
  6. Choose CSV as the file format.
  7. Click 'Télécharger' (Download) and save the file.
Tips
  • CSV export covers up to the last 6 months of transactions.
Steps
  1. Log in to the Starling Bank web app at app.starlingbank.com.
  2. Navigate to the 'Bookkeeping' section in the menu.
  3. Click the 'Export' button in the top-right corner.
  4. Select 'Bookkeeping Transaction Data (CSV)' as the export type.
  5. Choose your time period (date range).
  6. Click 'Export' to download the CSV file.
Tips
  • CSV export is best from the web app rather than the mobile app.
  • You can also export Transaction Attachments as a ZIP file containing receipts and documents.
Steps
  1. Log in to Tesco Bank Online Banking at tescobank.com.
  2. Click the arrow to expand your selected account.
  3. Within the Transaction tab, click 'Download all' in the top-right corner.
  4. Select CSV as your preferred format.
  5. Your transactions for the last 90 days will download.
Tips
  • Tesco Bank exports up to the last 90 days (excluding pending).
  • For older data, download PDF statements.
Steps
  1. Log in to TSB Internet Banking at tsb.co.uk (desktop required).
  2. Select the account you want to export.
  3. Scroll to the bottom of the transaction list and click 'Export'.
  4. Select 'Date Range' and enter your start and end dates.
  5. Click the 'Format' dropdown and select 'Internet Banking text/spreadsheet (.CSV)'.
  6. Click 'Export' and the file will download.
Tips
  • CSV export is not available in the TSB mobile app — desktop only.
  • Maximum 150 transactions per export.
Max history: 12 months per export
Steps
  1. Log in to UBS E-Banking at ubs.com.
  2. Select 'Accounts and Cards' from the main menu.
  3. Select 'Overview' and choose the account or card.
  4. Click on 'Transactions'.
  5. Click the Excel/CSV icon to export.
  6. Save the CSV file.
Tips
  • The CSV export icon looks like a small spreadsheet icon.
  • UBS supports German, French, Italian, and English interfaces.
Steps
  1. Log in to UniCredit Online Banking at unicredit.it.
  2. Navigate to 'Conti e Carte' (Accounts and Cards).
  3. Select the account to export.
  4. Click 'Movimenti' (Transactions) and set your date range.
  5. Click 'Esporta' (Export) or 'Scarica' (Download).
  6. Select CSV or Excel as the format.
  7. Save the file.
Tips
  • 'Conti e Carte' = Accounts and Cards, 'Movimenti' = Transactions.
Steps
  1. Log in to Virgin Money Online Banking at virginmoney.com (desktop required).
  2. Click on the account you need the statement for.
  3. Select the date range for the transactions you need.
  4. Choose the CSV file type (select the 'Detailed' version).
  5. Click 'Export transactions' to download the file.
Tips
  • CSV export is not available in the mobile app — desktop only.
  • Select the 'Detailed' CSV version for complete transaction data.

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