Import guide

How to export ANZ transactions to CSV

Download your transaction history first, then upload the CSV to OpenFolio for cash and net worth record keeping.

Cash transactionsBalances

Export

How to export ANZ transactions to CSV

  1. Log in to ANZ Internet Banking on a desktop web browser.
  2. Select the account you want to export.
  3. Click "Export" above your transaction list.
  4. Choose a start and end date (CSV export covers up to the last 2 years).
  5. Select CSV as the file format.
  6. Complete the export to download the file.

Steps are a guide; exact menu labels may change. Check ANZ's current help docs if a label has moved.

OpenFolio

Import the file into OpenFolio

After you upload the ANZ file, OpenFolio adds cash movements and balances to your net worth records so portfolio and cash history can be reviewed together. Learn more about the net worth tracker.

Import

Upload and review

  1. Sign in to OpenFolio.
  2. Go to Net Worth, then Cash.
  3. Choose Import.
  4. Select ANZ.
  5. Upload the CSV file.
  6. Confirm the import.

Related guides: net worth tracking and Australian savings accounts.

Questions

Common ANZ import questions.

How do I export ANZ data for OpenFolio?

Follow the export steps above: Log in to ANZ Internet Banking on a desktop web browser, Select the account you want to export and Click "Export" above your transaction list. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What ANZ data can I import?

OpenFolio imports cash transactions and balances from the ANZ file you upload. The parsed preview lets you review the records before confirming the import.

Can ANZ transactions be used in my net worth tracker?

Yes. OpenFolio uses the cash transactions and balances in your uploaded ANZ file to help keep cash records in your net worth view.

Related import guides

More import guides in this category.

CommBank

Import CommBank cash account transactions into your net worth tracker.

NAB

Import NAB cash account transaction CSVs for net worth and cash tracking.

Westpac

Import Westpac cash account transactions for net worth reporting.

Browse all import guides across brokers, banks, crypto, registries and super funds.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

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