How to download your USAA transactions

USAA is a bank in the US. 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 USAA at usaa.com.
  2. Click on the account.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click 'Download Transactions' or the export icon.
  6. Choose CSV format.
  7. Save the file.

Tips for USAA

  • USAA is for military members and families.

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Got your USAA 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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