Import guide

How to export Rest 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 Rest super records

  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.

OpenFolio

Import the file into OpenFolio

After you upload the Rest 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 Rest.
  5. Upload the file.
  6. Confirm the import.

Related guides: Australian super funds and net worth tracking.

Questions

Common Rest import questions.

How do I export Rest data for OpenFolio?

Follow the export steps above: Log in to Rest MemberAccess, Open your transaction history and Export or download your transactions as a CSV file. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Rest data can I import?

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

What Rest super records come across?

OpenFolio imports the super transactions, contributions and fees included in your Rest 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.

UniSuper

Import UniSuper statement or transaction exports for superannuation tracking.

PSSAP

Import PSSAP spreadsheet exports for superannuation account history.

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