6
View your Proof of balance and Recent transactions report. A helpful step-by-step guide for Online Banking.

View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

  • Upload
    others

  • View
    2

  • Download
    0

Embed Size (px)

Citation preview

Page 1: View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

View your Proof of balance and Recent transactions report.A helpful step-by-step guide for Online Banking.

Page 2: View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

2

Step 1.

Sign in to Westpac Online Banking with your Customer ID and Password.

How to view and download your Proof of balance and Recent transactions report.A Proof of balance report provides information about your current account balance.

A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your regular income, expenses or savings history.

Step 2.

In the ‘Overview’ tab on the menu bar, select ‘Proof of balance and transactions’ from the drop-down list.

To view and download your Proof of balance report:

Page 3: View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

3

Step 3.

Under ‘Proof of account balance’ select which account you want to generate the report from. You can also select multiple accounts if you want to see more.

Step 4.

Select ‘Create report’.

Step 5.

Your report will download automatically and appear at the bottom of your browser. Click on it to view, save and/or print.

Page 4: View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

4

Step 6.

Under ‘Recent transactions’ select which account you want to generate the report from.

Step 7.

Select the transaction period. You can choose from the last 30, 90 or 120 days.

To view and download your Recent transactions report:

Step 8.

Select ‘Create report’.

Page 5: View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

5

Step 9.

Your report will download automatically and appear at the bottom of your browser. Click on it to view, save and/or print.

Step 10.

Here’s an example of what your Recent transactions report will look like.

Page 6: View your Proof of balance and Recent transactions report. · A Recent transactions report displays your transactions over the last 30, 90 or 120 days. It can be used to show your

Things you should know: Conditions, fees and charges apply. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. An internet connection is needed to access Westpac Online Banking. Normal mobile data charges apply. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.

We’re here to help.westpac.com.au/proof-of-balance