How to download your SoFi Bank transactions

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

CSV

Step by step

Log in to SoFi at sofi.com or open the app.
Go to your Money (checking/savings) account.
Click 'Activity' or 'Transactions'.
Look for a 'Download' or 'Export' option — may be under the three-dot menu.
Select CSV and save.

Tips for SoFi Bank

SoFi's CSV export may be limited — check the web app if mobile doesn't show it.

Go to SoFi Bank

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Got your SoFi Bank 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.