Import guide

How to export Westpac 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 Westpac transactions to CSV

  1. Log in to Westpac Online Banking on a desktop web browser (the mobile app cannot export CSV).
  2. Select the account you want to export.
  3. Click "More", then choose "Exports and reports".
  4. Click "Export CSV, QBO, QIF, OFX file".
  5. Choose the date range and account(s), select CSV as the format and DD/MM/YYYY as the date format.
  6. Click "Export" to download the file.

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

OpenFolio

Import the file into OpenFolio

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

Related guides: net worth tracking and Australian savings accounts.

Questions

Common Westpac import questions.

How do I export Westpac data for OpenFolio?

Follow the export steps above: Log in to Westpac Online Banking on a desktop web browser (the mobile app cannot export CSV), Select the account you want to export and Click "More", then choose "Exports and reports". Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Westpac data can I import?

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

Can I import historical Westpac records?

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

Can Westpac transactions be used in my net worth tracker?

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

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ANZ

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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.

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