Integration guide

Import your NAB data into OpenFolio

Import NAB cash account transaction CSVs for net worth and cash tracking.

Cash transactionsBalances

Export

How to export your data from NAB

  1. Log in to NAB 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 NAB'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 NAB.
  5. Upload the CSV file.
  6. Confirm the import.

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

Other integrations

More platforms in the same category.

CommBank

Import CommBank cash account transactions into your net worth tracker.

ANZ

Import ANZ transaction CSVs to keep cash accounts aligned with your wider wealth view.

Westpac

Import Westpac cash account transactions for net worth reporting.

Browse all supported integrations 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.

View demo