How to download your Wealthsimple Cash transactions

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

CSV

Step by step

Log in to Wealthsimple at wealthsimple.com or open the app.
Go to your Cash account.
Click 'Activity' or 'Transactions'.
Look for 'Download' or 'Export' — may need to go to Settings > Statements.
Choose CSV format.
Save the file.

Tips for Wealthsimple Cash

Wealthsimple may require you to download from the web app rather than mobile.
Check Settings > Documents > Tax documents for annual summaries.

Go to Wealthsimple Cash

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Got your Wealthsimple Cash 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.