How to download your ATB Financial transactions

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

CSVQFXQBOUp to 18 months of history

Step by step

  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 for ATB Financial

  • ATB supports CSV, Quicken (QFX), and QuickBooks (QBO) formats.
  • For business accounts, use ATB Online Business and click the 'Download Transactions' tab.

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Got your ATB 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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