HelpBanking & transactions

Banking & transactions

Sync accounts via Up Bank, import CSV statements, and manage your data sources.

3 articles

Connecting Australian banks

How read-only bank connections work in Auravest and what to do if a feed disconnects.

1 min read·
bankingopen-banking

Consumer Data Right (CDR)

What CDR is, why it matters, and how it differs from screen-scraping.

1 min read·
bankingcdrprivacy

Importing transactions

Two paths to get transaction data in: Up Bank token sync, or CSV/Excel statement upload.

2 min read·
bankingimportcsv
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