How to download your Betterment transactions

Betterment is a bank in the US. Export your transaction history as PDF, then drop the file into PennySlice — the AI categorises it for you.

PDF

Step by step

Log in to Betterment at betterment.com.
Click 'Documents' in the main menu.
Select the statement period.
Click 'Download' to save the monthly PDF statement.
Upload the PDF to PennySlice — we support PDF import.

Tips for Betterment

Betterment does not offer native CSV export — only PDF statements.

Go to Betterment

Other US bank guides

Ally Bank American Express Apple Card Axos Bank Bank of America BMO Harris Bank

Browse all bank download guides

Got your Betterment file?

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

Free tier available. No credit card required.