How to export Up transactions to CSV
Updated 2026-10-15
In Up, open the account, choose the date range and use the download/export option to save a CSV file. The file contains: Time, BSB / Account Number, Transaction Type, Payee, Description, Category, Tags, Subtotal (AUD), Currency, …, Total (AUD), Payment Method, Settled Date — with a header row. Signed amounts (Subtotal and Total columns). Import it into a budgeting spreadsheet such as Sorted Budget and the columns are detected and categorised for you.
Steps
- Open the Up app and go to Activity › Insights.
- Use Switch to pick the month.
- Scroll down and tap Export transactions.
What’s in the file
| Columns | Time, BSB / Account Number, Transaction Type, Payee, Description, Category, Tags, Subtotal (AUD), Currency, …, Total (AUD), Payment Method, Settled Date — with a header row |
|---|---|
| Amounts | Signed amounts (Subtotal and Total columns) |
| Date format | Date and time in one column |
Limits and tips
Up exports one month at a time. Import the latest month into a Bank tab; to add older months, paste their rows underneath in the same Bank tab.
Banks update their menus from time to time. If a button has moved, search your bank’s help for “export transactions” or “download transactions”.
Frequently asked questions
Can I export Up transactions from the app?
Up exports one month at a time. Import the latest month into a Bank tab; to add older months, paste their rows underneath in the same Bank tab.
What columns are in a Up CSV?
Time, BSB / Account Number, Transaction Type, Payee, Description, Category, Tags, Subtotal (AUD), Currency, …, Total (AUD), Payment Method, Settled Date — with a header row. Amounts: Signed amounts (Subtotal and Total columns). Dates: Date and time in one column.
What do I do with the CSV?
Open Sorted Budget, go to a Bank tab and use File › Import (Replace current sheet). Columns are detected automatically and every transaction is categorised.
Sources
Last checked 2026-10-15.