Import guide

How to export Great Southern 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 Great Southern Bank transactions to CSV

  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.

OpenFolio

Import the file into OpenFolio

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

Related guides: net worth tracking and Australian savings accounts.

Questions

Common Great Southern Bank import questions.

How do I export Great Southern Bank data for OpenFolio?

Follow the export steps above: Log in to Great Southern Bank Online Banking on a desktop web browser, Select the account and open its transaction history and Click "Export" above your transactions. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Great Southern Bank data can I import?

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

Can I import historical Great Southern Bank records?

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

Can Great Southern Bank transactions be used in my net worth tracker?

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

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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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