Import guide

How to export Bendigo Bank transactions to CSV

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

Cash transactionsDepositsWithdrawals

Export

How to export Bendigo Bank transactions to CSV

  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.

OpenFolio

Import the file into OpenFolio

After you upload the Bendigo Bank 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 Bendigo Bank.
  5. Upload the CSV file.
  6. Confirm the import.

Related guides: net worth tracking and Australian savings accounts.

Questions

Common Bendigo Bank import questions.

How do I export Bendigo Bank data for OpenFolio?

Follow the export steps above: Log in to Bendigo Bank e-banking on a desktop web browser, Select the account you want to export and Open the account's transaction history. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Bendigo Bank data can I import?

OpenFolio imports cash transactions, deposits and withdrawals from the Bendigo Bank file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical Bendigo Bank records?

Yes, when the Bendigo Bank export flow lets you choose a date range, OpenFolio imports the historical records included in the file you upload.

Can Bendigo Bank transactions be used in my net worth tracker?

Yes. OpenFolio uses the cash transactions, deposits and withdrawals in your uploaded Bendigo Bank file to help keep cash records in your net worth view.

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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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