How to download your Oaken Financial transactions

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

CSVPDFUp to 12 months of history

Step by step

Log in to Oaken Digital at digitalbanking.oaken.com.
Click 'Accounts' in the main navigation.
Select the Savings Account you want to download transactions for.
Click the 'Transactions' tab.
Tap the filter icon and select a date range on the calendar (max 1 year).
Click 'Apply' to filter your transactions.
Click the 'Share' or 'Download' icon.
Choose CSV as the file format and save the file.

Tips for Oaken Financial

Date range searches cannot be greater than 1 year.
Oaken Digital only allows searches back to January 1, 2021.

Go to Oaken Financial

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Got your Oaken Financial 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.