Integration guide

Import your Rest data into OpenFolio

Import Rest MemberAccess transaction history for super contributions and fees.

Super transactionsContributionsFees

Export

How to export your data from Rest

  1. Log in to Rest MemberAccess.
  2. Open your transaction history.
  3. Export or download your transactions as a CSV file.

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

Import

How to import it into OpenFolio

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

Once imported, OpenFolio turns your Rest data into superannuation tracking and net worth tracking.

Other integrations

More platforms in the same category.

AustralianSuper

Import AustralianSuper transaction history for superannuation tracking.

UniSuper

Import UniSuper statement or transaction exports for superannuation tracking.

PSSAP

Import PSSAP spreadsheet exports for superannuation account history.

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