How to download your Vanguard transactions

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

CSVQFXUp to 18 months of history

Step by step

Log in to your Vanguard account at vanguard.com.
Go to 'My Accounts' and select 'Transaction History'.
Choose the accounts to include.
Select a date range (up to 18 months back).
Click 'Download' and select 'CSV'.
Save the file.

Tips for Vanguard

Vanguard limits transaction exports to the past 18 months.

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Got your Vanguard 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.