Integration guide

Import your Westpac data into OpenFolio

Import Westpac cash account transactions for net worth reporting.

Cash transactionsBalances

Export

How to export your data from Westpac

  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.

Import

How to import it into OpenFolio

  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.

Once imported, OpenFolio turns your Westpac 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