How to download your Wealthfront transactions

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

PDFQFX

Step by step

Log in to Wealthfront at wealthfront.com.
Click 'Documents' in the top navigation.
Select the account and statement period.
Click 'Download' to save the monthly PDF statement.
Upload the PDF to PennySlice — we support PDF import.

Tips for Wealthfront

Wealthfront does not offer native CSV export — only PDF and Quicken (QFX).

Go to Wealthfront

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Got your Wealthfront 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.