How to download your UBS transactions

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

CSVPDF

Step by step

  1. Log in to UBS E-Banking at ubs.com.
  2. Select 'Accounts and Cards' from the main menu.
  3. Select 'Overview' and choose the account or card.
  4. Click on 'Transactions'.
  5. Click the Excel/CSV icon to export.
  6. Save the CSV file.

Tips for UBS

  • The CSV export icon looks like a small spreadsheet icon.
  • UBS supports German, French, Italian, and English interfaces.

Got your UBS 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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