Auravest connects to Australian banks in a read-only way: it can fetch your balances and transactions, but it cannot move money, change account details, or initiate payments.
Supported banks
The fastest, most reliable connection is Up Bank via its official API. Up has direct integration in Auravest under Data Sources.
For other Australian banks — including CBA, Westpac, NAB, ANZ, Macquarie, ING, Bendigo, BOQ, and most neobanks — Auravest currently supports importing transactions by uploading the bank's CSV or Excel statement. Open Banking (CDR) coverage for more institutions is on the roadmap; we'll surface them in the Data Sources tab as they're added.
How to connect
- Open the dashboard and go to the Data Sources tab.
- For Up Bank, click Up Bank under "Bank Connections" and follow the token instructions in Importing transactions.
- For any other bank, export a CSV from your bank's online portal and upload it under "File Imports".
What's stored
For Up Bank connections, Auravest stores your Personal Access Token (encrypted) so it can sync on demand. The token is read-only — Up's API does not allow third parties to move funds. You can revoke the token at any time from your Up account settings.
For uploaded CSVs, only the parsed transaction rows are stored — not the file itself.
If a feed disconnects
Up Bank tokens don't expire on a schedule, but they can be revoked. If a sync fails:
- Re-issue the token in the Up app under Settings → API → Personal Access Tokens.
- Paste the new token back into Auravest under Data Sources.