on 27-06-2016 02:25 PM
It's tax time again, and often I need to go hunting for specific transactions in my history. Is it really true you can only search 12 months of history in your transactions? I would like to be able to search at least 7 years .. the amount of time the tax man would like me to keep my records!
Is there a parameter I can choose for this or is it not just available?
And if it isn't available... can it be at some point?
on 27-06-2016 02:46 PM
Hi @JehniT, thanks for your suggestion I can certainly pass this onto our online banking team to look into.
You can search for transactions in the transaction search function from the previous 2 years (it will currently allow you to search back to 01/01/2014). You can also view up to 5 years worth of statements if you have signed up for e-statements on your account.
on 28-06-2016 09:20 AM
Thanks LyndsC. I did find the estatements and downloaded the PDFs and can search through that.. I guess you just have to be organised enough to download your estatements as they arrive and keep them locally. It would be very handy for online banking to hold up to 7 years' worth of statements but I can imagine that would be a large data requirement for all customers! Perhaps it's something ppl could opt into rather than be whole-of-business approach?
on 02-07-2016 03:46 PM
+1 for this request, and it's one of the reasons why customers are using services such as Pocketbook et al to access and easily retreive these details - a subject that is already under discussion in another thread given the arcane position Australian banks are taking on the ePayments code, with positions and views rooted in 1980's banking regaridng the read only use of online banking credentials by 3rd party services, so customers can help better manage their finances (see 'Pocketbook' Finance App (Budget Planner)).
Given ASIC's recent response to another 3rd party service (Acorns), and the Turnbull Government at the time accepting that the ePayments Code needs to be made mandatory, it's hoped that regardless of what happens at the ballot box today - the backwards approach by BWA and others to third-party services will come to a swift and merciful end in the near future.
on 04-07-2016 07:07 PM