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Internet Banking

Managing and downloading your transaction

Q. How do I view my transaction history?
Q. How can I download transactions to a financial management software package or Microsoft Excel spreadsheet?
Q. What is a CSV file?
 

Q. How do I view my transaction history?
A. ANZ Internet Banking allows you to view up to 120 days of your transaction history on any of your ANZ accounts linked to ANZ Internet Banking. If you wish to view more than 120 days of transaction history you will need to order a copy of your previous statements. You can do this via Internet Banking, visiting your local branch or calling 13 13 14. You will be charged a fee of $14.00 per statement regardless of the number of pages. More information about ANZ fees and charges can be found via the ANZ homepage.

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Q. How can I download transactions to a financial management software package or Microsoft Excel spreadsheet?
A. It is possible to download your transactions from ANZ Internet Banking into personal financial management programs such as Microsoft MoneyTM or Intuit QuickenTM, and also to Excel or other spreadsheet programs.
Please follow the steps below when downloading transactions to Microsoft MoneyTM, Intuit QuickenTM or a spreadsheet (in CSV format):

  1. Select ‘Download Transaction History’ in the left-hand menu under the ‘Everyday Banking’ tab.
  2. Select the account you want to download the transactions for and the software package you are using from the drop down box (to download to Excel or a spreadsheet package select the ‘CSV text file’ option).
  3. Enter the date range you want to download, up to a maximum of 31 days.
  4. Select ‘OK’.
  5. Save your transaction information by choosing the file name and folder or disk where you would like to save it and use Microsoft MoneyTM, Intuit QuickenTM or Excel to import the file.

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Q. What is a CSV file?
A. CSV format saves data from a database by distinguishing each ‘chunk’ of information by a comma. This enables software, such as MS Excel, to correctly open this data.

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