Import guide

How to export Judo Bank transactions to CSV

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

Cash transactionsBalances

Export

How to export Judo Bank transactions to CSV

  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.

OpenFolio

Import the file into OpenFolio

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

Related guides: net worth tracking and Australian savings accounts.

Questions

Common Judo Bank import questions.

How do I export Judo Bank data for OpenFolio?

Follow the export steps above: Log in to Judo Bank online banking, Go to Accounts and Select the account you want to export. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Judo Bank data can I import?

OpenFolio imports cash transactions and balances from the Judo Bank file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical Judo Bank records?

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

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

Yes. OpenFolio uses the cash transactions and balances in your uploaded Judo Bank file to help keep cash records in your net worth view.

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