ME Internet Banking – statements and transaction searches


Looking to check your statements and
transactions online? No sweat, you can do it all in ME’s internet
banking. In this video we’ll show you how to set up and check your online
statements as well as how to get the most out of your transaction history by
using the search function. First up before you can view your statements
online you’ll need to change your statement options so that you get them
online instead of by mail. If you’ve already set up online statements you can
go ahead and jump to the next section. Still watching? OK let’s take a look at
how it’s done. After you’ve logged into internet banking, click on ‘accounts’ at
the top of the screen and then choose ‘statement options’ from the drop-down
menu. You’ll see a list of all your accounts
and whether they’re set up to receive paper or online statements. Find the
account you want to change, click on the little down arrow on the right hand side
and then choose statement options. Then just select online and hit ‘continue’,
you’ll see a confirmation screen just hit confirm to finalise your change.
That’s it, from now on you’ll get online statements instead of paper statements
for that account. As an extra bonus you’ll also be able to see your previous
statements online, of course if you ever want to change an account back to paper
statements all you need to do is follow these same steps. So now that you’re set
up for online statements where do you find them? Watch and learn.
Just click on ‘accounts’ and choose ‘view statements’ by clicking on the ‘account to
show’ field, you can see all the accounts that have online statements ready to
view. Choose the account you want and then click on one of the statements in
the list to take a look at it. Depending on the browser you’re using the
statement will either be downloaded to your computer or it’ll show up right
there in your browser window. If the statements displayed in your browser you
can save it by finding and clicking the download icon every browser is different,
but you should be able to find it somewhere at the top or bottom of your
browser window. You may know how to check your transaction history but did you
know you can also use search to find specific transactions? Search can be
particularly useful when it comes to working out how much interest you’ve
earned during the last financial year and here’s how it’s done.
First click ‘accounts’ and choose ‘view accounts’, find the account you want, click
on the little down arrow next to it and choose ‘account overview’ from the
drop-down list. Below the transaction history heading there are two search
options, simple search and advanced search. Simple search lets you choose how
far back you want your transaction history to display, but advanced search
gives you a bunch more useful options. Let’s give it a try. So let’s say it’s
the end of the financial year and you’re trying to work out how much interest
your account earned. Put in the start and end dates for the financial year and
type the word ‘interest’ in the ‘search for specific text’ field then hit search, and
voila there they are. All the transactions for that financial year
containing the word ‘interest’ in the description. If you want you can even
save the results of your search with the export buttons. ‘Export all’ will save the
full results of your search while ‘export viewed’ just saves the results you can
currently see on the page. You’ll be asked what kind of file you want to save
your search results as, just choose PDF if you want a normal printable document,
or CSV if you want to see the transactions in a spreadsheet. New bit So you’ve exported part of your transaction history as a PDF, now lets take a look inside. On the top left, you’ll see you name and address, under your account name and number. On the top right, you’ll see the transaction period that you have chosen. Under that there’s your account number, name and account type. Along with your balance and available balance. In the actual transaction history listing, you’ll see the date and description of each of your transactions, with positive numbers shown for credits and negative ones for your debits. The balance column tracks the running total of your account funds. It’s important to note that this document isn’t an official account statement. It’s just a list of transactions created from the search you did in internet banking. If you’d like to check out your actual account statements, you can easily do it in internet banking. Just click on ‘accounts’ and choose ‘view statements’ from the drop down menu. Choose the account you want to see statements for, then click on the date of the statement you’d like to see. Your statement will be downloaded right away. Didn’t find what you were looking for? We’ve got a whole bunch of other videos on using
internet banking, so if you’ve got burning internet banking questions
chances are you’ll find the answer in one of our other videos. Check them out
at mebank.com.au/help

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