Integration guide

Import your ANZ data into OpenFolio

Import ANZ transaction CSVs to keep cash accounts aligned with your wider wealth view.

Cash transactionsBalances

Export

How to export your data from ANZ

  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.

Import

How to import it into OpenFolio

  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.

Once imported, OpenFolio turns your ANZ data into net worth tracking and cash & accounts tracking.

Other integrations

More platforms in the same 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 supported integrations 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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