Integration guide

Import your Great Southern Bank data into OpenFolio

Import Great Southern Bank transaction history for cash tracking in AUD.

Cash transactionsDepositsWithdrawals

Export

How to export your data from Great Southern Bank

  1. Log in to Great Southern Bank Online Banking on a desktop web browser.
  2. Select the account and open its transaction history.
  3. Click "Export" above your transactions.
  4. Choose CSV as the file format (CSV, QIF, bar-delimited and PDF are offered).
  5. Select the date range you want.
  6. Download the file.

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

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

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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.

View demo