Import guide

How to export ubank 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 ubank transactions to CSV

  1. Log in to ubank 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 ubank's current help docs if a label has moved.

OpenFolio

Import the file into OpenFolio

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

Related guides: net worth tracking and Australian savings accounts.

Questions

Common ubank import questions.

How do I export ubank data for OpenFolio?

Follow the export steps above: Log in to ubank 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 ubank data can I import?

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

Can I import historical ubank records?

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

Can ubank transactions be used in my net worth tracker?

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

Related import guides

More import guides in this category.

CommBank

Import CommBank cash account transactions into your net worth tracker.

NAB

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

ANZ

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

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