on 04-01-2016 07:41 PM
You could conduct a transaction search within online banking @tulip.
- Log in to online banking
- Select Transaction search
- Select your account
- Create a custom date range e.g. 01/07/2014 - 30/06/2015
- Select [All] transaction types under Advanced search
- Add the Debit and Credit fields under Report fields
You can then export your personalised debit and credit report in a number of formats including .csv, Agrimaster, MS Money, MYOB, Quicken, Quicken Pre 2002 or Rest Professional.
on 02-02-2016 09:56 AM
on 02-02-2016 03:08 PM
Hi @Carlyh, to access transaction search you'll need to log in to online banking using a computer. Once you have logged in "Transaction Search" is located in the left hand menu, under the "Account Information" heading.
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