Import guide

How to export PSSAP super records

Download your member records first, then upload the file to OpenFolio for super and net worth record keeping.

Super transactionsContributionsFees

Export

How to export PSSAP super records

  1. Log in to your PSSAP member portal account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a XLSX or CSV file.

Steps are a guide; exact menu labels may change. Check PSSAP's current help docs if a label has moved.

OpenFolio

Import the file into OpenFolio

After you upload the PSSAP file, OpenFolio records contributions, fees and super account history beside your wider net worth records. Learn more about the net worth tracker.

Import

Upload and review

  1. Sign in to OpenFolio.
  2. Go to Superannuation.
  3. Choose Import.
  4. Select PSSAP.
  5. Upload the file.
  6. Confirm the import.

Related guides: Australian super funds and net worth tracking.

Questions

Common PSSAP import questions.

How do I export PSSAP data for OpenFolio?

Follow the export steps above: Log in to your PSSAP member portal account portal, Open the transaction, activity, orders or reports area and Select the account or wallet you want to export. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What PSSAP data can I import?

OpenFolio imports super transactions, contributions and fees from the PSSAP file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical PSSAP records?

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

What PSSAP super records come across?

OpenFolio imports the super transactions, contributions and fees included in your PSSAP export, so your super records can sit beside your wider wealth records.

Related import guides

More import guides in this category.

AustralianSuper

Import AustralianSuper transaction history for superannuation tracking.

Rest

Import Rest MemberAccess transaction history for super contributions and fees.

UniSuper

Import UniSuper statement or transaction exports for superannuation tracking.

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.

View demo