Auravest has two paths for getting transaction data into your dashboard: a live sync with Up Bank, or uploading a CSV/Excel statement from any other bank. Both are accessed from the Data Sources tab.
Option A: Up Bank sync
Up Bank is the fastest option because it syncs balances and transactions automatically.
- Open the Up app on your phone.
- Go to Settings → API → Personal Access Tokens.
- Create a new token. Give it a name like "Auravest".
- Copy the token.
- In Auravest, go to Data Sources → Bank Connections and click Up Bank.
- Paste the token and click Sync.
On success you'll see a confirmation showing the number of imported transactions and accounts. After the first sync, repeated syncs only pull new transactions.
Option B: CSV or Excel upload
For any other Australian bank, export a transaction file from your online banking portal.
- In your bank's online banking, navigate to the account and export transactions for the date range you want. Most banks offer CSV; some offer XLSX.
- In Auravest, go to Data Sources → File Imports.
- Click the upload zone and select the file (CSV or Excel, up to 10MB).
- Click Upload.
Auravest parses the file, detects the column layout (date, description, amount), and imports the rows.
What gets categorised
Auravest auto-categorises transactions based on merchant and description patterns. You can re-categorise any transaction from the Transactions list — bulk-edit is available by selecting multiple rows.
Common issues
- "Invalid file type" — only .csv, .xls, and .xlsx are accepted. Convert PDFs to CSV first.
- Duplicate transactions after re-uploading — Auravest deduplicates on date + amount + description. If your bank changes how it formats descriptions between exports, duplicates can slip through. Clean these up from the Transactions list.
- Token failures on Up sync — re-issue the token in the Up app and paste the new one back.