Integration guide

Import your ubank data into OpenFolio

Import ubank transaction CSVs to include cash movements in net worth tracking.

Cash transactionsBalances

Export

How to export your data from ubank

  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.

Import

How to import it into OpenFolio

  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.

Once imported, OpenFolio turns your ubank 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.

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 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