Transaction History Help

Summary: 

On this page:

CTA: 

 

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Performing a quick search

  1. Click Transaction History link in the menu.
  2. Select the account you wish to search on
  3. Select Period. You can select today and yesterday, last 7 days, last 30 days, last 90 days, last 180 days, transactions made since your last statement was issued or by a specific date range. Use the calendars to specify your start and end date. You can search for up to 12 months of transactions.
  4. You can also choose the display order. You have the options of most recent first and most recent last.
  5. When you have made your selections, click “Find Transactions”.

 

Viewing Your Results

  • Your selected results will display once you have completed a search.
  • If you have pending transactions from a Visa Debit Card, they will show in a separate list. Once these transactions have 'settled', they will then move to your normal transaction history. 
  • 25 transactions are shown per page but you can select View all transactions to have them all displayed on one page
  • For Clear Options Credit Card searches, if you're unsure of what a transaction is, you can click on the ? icon which will complete a Google search on the transaction details. This may be handy if the company you purchased something from may have a different trading or merchant name.
  • For transfers and BPAY transactions, you'll be able to click on the transaction and access your receipt for that transaction.
  • To search again, there is an option on the bottom of the page

Quick History Results Screen Example:


Searching for credit card transactions

  • If you have a Clear Options Visa Card, perform a quick search and all of your pending transactions (authorisations) will appear in a list

 

Performing an advanced search

  1. Click Transaction History link in the menu.
  2. Select the account you wish to search on
  3. Select Period. You can select today and yesterday, last 7 days, last 30 days, last 90 days, last 180 days, transactions made since your last statement was issued or by a specific date range. Use the calendars to specify your start and end date. You can search for up to 12 months of transactions.
  4. If you want to filter by a type of transaction, choose the type of transactions you would like to search for
  5. If you're looking for a specific amount or range, e.g. $45 or from $30 to $50, type your desired search in
  6. You can also choose the display order of your results. You have the options of most recent first and most recent last.
  7. When you have made your selections, click “Search”.

 

Performing a Cheque Search

  1. Click Transaction History link in the menu and then Cheque Search
  2. Select the account
  3. Enter the cheque number
  4. When you have made your selections, click Search


Downloading your found transactions

You can download your transactions to your personal financial management software.

  1. Perform your desired search
  2. Click on Download Transactions
  3. Choose your desired download option. refer to below for explanations of each option

    CSV - typically used for Microsoft Excel and spreadsheet use.
    OFX - used by 'Xero' and some other accounting systems
    QIF - typically used for money management software such as MYOB or Quicken
    ASCII - typically used by more advanced reporting software

  4. Choose between downloading the currently displayed page of transactions, or all transactions found by your search criteria.

 

When I download transactions into Excel, I can't go back into Internet Banking. Why?

This is a Windows setting that can be adjusted. Follow the instructions below. The below steps are for Windows XP. Refer to http://www.microsoft.com for more information.

  1. Open Control Panel
  2. Open Folder Options
  3. Click File Types
  4. Locate "XLS Microsoft Excel Worksheet" – you will need to do the below for XLSX as well if a customer has Office 2007/2010
  5. Click the Advanced button.
  6. Highlight the default action (often Open), which is bold.
  7. Check the box that says "Confirm open after download" and if "Browse in the same window" is checked, uncheck it.
  8. Click Ok

Viewing Fee information

To search for fee information, you can run an advanced search and tick the 'fees' box. That will list any applicable fees that have been charged to your account.

Account keeping fees and transaction fees are debited to your account on the monthly anniversary of the opening date of your account.

If you see an entry in your transaction history for fees, you can click on view fee details and a summary list will drop down that includes the fee type, total transactions charged, free transactions, charged transactions, the fee and total fees.

Example of Fee Details Summary


Unsure of a transaction?

If you have a query on a particular transaction, you can either send us a secure message by clicking on Contact Us, or you can call us on 13 11 75.