Transactions and proof of balance

To view transactions in Macquarie Online Banking:

1. Select Accounts from the side menu; or first click on the menu icon in top left-hand corner
2. Select the account
3. Scroll through the transactions or use the filters to add a custom amount, category, date range, description and/or type
4. Scroll to view additional transactions.

To view transactions in the Macquarie Mobile Banking app:

1. Select an account from the account list
2. Scroll down the transaction list to load additional transactions.

To download transaction history from Macquarie Online Banking:

1. Select Accounts from the side menu; or first click on the menu icon in top left-hand corner to display the side menu
2. Select the account you want to download the transaction history for
3. Scroll through the transactions list until all the required transactions are displayed on screen or use the filters to add a custom amount, category, date range, description and/or type
4. Click the Download icon on the top right and select the required file format (note: only the transactions that are visible on screen will be downloaded - to see more transactions in the download, scroll down on your browser to display more transactions, then click download).

To generate a Transaction report in Macquarie Online Banking:

1. Hover over your account in the account list
2. Select I want to and click View account statements and reports
3. Select a custom date range and then select Generate
4. Once the file has finished downloading, access the report from your browser status bar.

To generate a Transaction report in the Macquarie Mobile Banking app:

1. Select an account from the account list
2. Select I want to and tap View account statements
3. Select a custom date range and then select Generate
4. Once the file has finished downloading, you can view the report.

To generate a Proof of balance report in Macquarie Online Banking:

1. Hover over your account in the account list
2. Select I want to
3. Select View account statements and reports in the menu drop-down and select Proof of balance report
4. Select the accounts and then select Generate report
5. Once the file has finished downloading, access the report from your browser status bar.

To generate a Proof of balance report in the Macquarie Mobile Banking app:

1. Select an account from the account list
2. Select I want to
3. Select View account reports in the menu drop-down and select Proof of balance report
4. Select the accounts and then select Generate report
5. Once the file has finished downloading, you can view the report.

To generate a Tag transaction report in Macquarie Online Banking:

1. Hover over your account in the account list
2. Select I want to
3. Select View account statements and reports in the menu drop-down and select Tag transaction report
4. Select the accounts, the date range and tags and then select Generate report
5. Once the file has finished downloading, access the report from your browser status bar.

To generate a Tag transaction report in the Macquarie Mobile Banking app:

1. Select an account from the account list
2. Select I want to
3. Select View account reports in the menu drop-down and select Tag transaction report
4. Select the accounts, the date range and tags and then select Generate report
5. Once the file has finished downloading, you can view the report.