How to download your Questrade transactions

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

CSVPDFXLS

Step by step

Log in to your Questrade account at questrade.com.
Click 'Reports' in the top navigation bar.
Click 'Go to transaction history'.
Select your desired date range using the date pickers.
Click 'Export to Excel' to download your transactions as a spreadsheet.
Save the file to your computer.

Tips for Questrade

You can also access transaction history via Menu > Reports > Account activity.
Trade confirmations and reports can be exported as CSV or PDF.

Go to Questrade

Other Canada bank guides

Alterna Bank American Express Canada ATB Financial BMO Bank of Montreal Canadian Western Bank CIBC

Browse all bank download guides

Got your Questrade 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.