How to download your E*TRADE transactions

E*TRADE is a bank in the US. Export your transaction history as CSV, XLS, then drop the file into PennySlice — the AI categorises it for you.

CSVXLS

Step by step

Log in to E*TRADE at us.etrade.com.
Click the 'Accounts' tab in the top navigation.
Select 'Transaction History'.
Choose a Custom Time Period and set your dates.
Click 'Search' to load the results.
Click the 'Download' icon (down arrow) in the top-right.
Select CSV and save the file.

Tips for E*TRADE

Export in smaller date increments if you trade frequently.

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Got your E*TRADE 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.