OCBC CSV

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.

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

  1. Log-on to your OCBC online banking account as usual.

  2. On the account that you want, hover over it and choose 'Details / Transactions'.








  1. Choose the date range that you want:








  1. 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:









Sample

ocbc_sample.csv

Recommended workflow

Download once per month. On the 1st of every month, download the transactions for the previous month.

Note

All product names, trademarks and registered trademarks cited herein are property of their respective owners. All company, product and service names are for identification purposes only. Use of these names, trademarks and brands does not imply endorsement.

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