Oversea-Chinese Banking Corporation Limited, abbreviated as OCBC Bank, is a multinational banking and financial services corporation headquartered in OCBC Centre, Singapore.
Get this Prudent add-on to import transactions exported from OCBC online banking in CSV format.
Account details for:,360 Account 555-555555-555 Available Balance,"103,592.03" Ledger Balance,"103,592.03" Transaction History Transaction date,Value date,Description,Withdrawals (SGD),Deposits (SGD) 30/06/2018,30/06/2018,INTEREST CREDIT,,4.15 29/06/2018,29/06/2018,PAY OTHER BK VS/MC,16.64, ,,INTERNET 5555111111115555 VISA CARD 25/06/2018,25/06/2018,GIRO - SALARY,,"5,155.55" ,,ACME CORP 18/06/2018,18/06/2018,IBG GIRO,88.55, ,,5555619455 5555555555 SP SERVICES LTD COLL 5555555555 16/06/2018,16/06/2018,DEBIT PURCHASE,55.55, ,,xx-5555 TELCO LIMITED S 13/06/18 12/06/2018,09/06/2018,CASH SATM,50.00, ,,xx-5555 UOB Changi Airport 55, 11/06/2018,11/06/2018,BONUS INTEREST,,42.34 ,,360 SALARY BONUS 07/06/2018,07/06/2018,FUND TRANSFER,555.55, ,,OTHR - Other to JOHN TAN 521825539555 06/06/2018,06/06/2018,IBG GIRO,100.55, ,,ITX ITAS TAXS S5555555P
Getting the CSV
Log-on to your OCBC online banking account as usual.
On the account that you want, hover over it and choose 'Details / Transactions'.
- Choose the date range that you want:
- Scroll to the bottom, choose 'Download', then 'CSV':
Installing the OCBC CSV extension
Find OCBC CSV in Extensions settings, then click on GET.
Importing the CSV
To import the CSV as transactions in your ledger, within Prudent, click on Import, then choose OCBC CSV.
Point Prudent to the CSV file that you had downloaded and you'll get to a confirmation window that looks similar to this:
Download once per month. On the 1st of every month, download the transactions for the previous month.
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