Integration guide

Import your Judo Bank data into OpenFolio

Import Judo Bank transaction CSVs for cash and term deposit record keeping.

Cash transactionsBalances

Export

How to export your data from Judo Bank

  1. Log in to Judo Bank online banking.
  2. Go to Accounts.
  3. Select the account you want to export.
  4. Choose Transactions or Statement.
  5. Set the date range.
  6. Export or download the transactions as a CSV file.

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

Once imported, OpenFolio turns your Judo 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