How to download your Axos Bank transactions

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

CSVQFXQBO

Step by step

  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 for Axos Bank

  • The download option is under the three-dot menu — not on the main transaction page.

Got your Axos Bank 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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