How to download your Charles Schwab Bank transactions

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

CSVOFXUp to 24 months of history

Step by step

  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 for Charles Schwab Bank

  • Schwab keeps up to 24 months of online transaction history.

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Got your Charles Schwab 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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