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How to export your UBS statements in CSV format

Step-by-step guide to export your UBS transactions

Access UBS e-banking

Log in to your UBS e-banking space.

  1. Open your browser and go to www.ubs.com
  2. Log in with your UBS credentials
  3. Go to the 'Accounts' or 'Transactions' section
  4. Select the account you want to export transactions from

Export transactions

In the transactions section, look for the 'Export' or 'Download' option. Select CSV format and choose the desired period (e.g., last 3 months). Click 'Download' to get your CSV file.

Import into BudZen

Once your CSV file is downloaded, go to the 'Import' section of BudZen, select your account and upload the file. BudZen will automatically detect the UBS format and map the columns.

💡 Tip

UBS usually exports CSV files with a DD.MM.YYYY date format. BudZen automatically detects this format.

Ready to import?

Now that you have your CSV file, you can import it into BudZen.