Integration guide

Import your Bendigo Bank data into OpenFolio

Import Bendigo Bank CSV transactions for cash account tracking.

Cash transactionsDepositsWithdrawals

Export

How to export your data from Bendigo Bank

  1. Log in to Bendigo Bank e-banking on a desktop web browser.
  2. Select the account you want to export.
  3. Open the account's transaction history.
  4. Choose the date range you want.
  5. Select Export / Download and choose CSV.
  6. Save the file.

Steps are a guide; exact menu labels may change. Check Bendigo Bank'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 Bendigo Bank.
  5. Upload the CSV file.
  6. Confirm the import.

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

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NAB

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

ANZ

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

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.

View demo