How to download your Tangerine transactions

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

CSVOFXQFX

Step by step

  1. Log in to Tangerine Online Banking at tangerine.ca.
  2. Click on the account you want to download.
  3. Go to 'Transaction History' or 'Activity'.
  4. Set the date range you want.
  5. Click the 'Download' link at the top of the transaction list.
  6. Choose CSV format.
  7. Save the file.

Tips for Tangerine

  • Tangerine is a Scotiabank subsidiary — CSV format is similar.
  • Up to 7 years of history available for some account types.

Got your Tangerine 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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