Find and group transactions

Use the top search bar in Macquarie Online Banking and the Macquarie Mobile Banking app to find the transactions you’re looking for.

You can search based on:

• Transaction approximates – e.g. enter ‘around $10’ or ‘purchases last year around $50’
• Key words or purchases – e.g. ‘Myer’, ‘food and drink’
• Colloquial search terms – e.g. ‘Woolies’, ‘Maccas’
• Transactions by timeframe – e.g. ‘This week’, ‘today’, ‘between January and March’
• Multiple criteria – e.g. ‘Between 21/2/17 and 10/5/2017 between $10 and $30’.
• Customisable tags, search with a # - e.g. '#bills', '#shopping', '#holiday2021'
• Categories - e.g. 'Memberships', 'Public transit', 'Accommodation'

Alternatively, in Macquarie Online Banking you can select Transactions in the dropdown next to the search bar.  Select or enter the search terms you need to find transactions.

If you’re in Macquarie Online Banking, click on the download arrow button on the right to download your results into .CSV or .QIF format - to see more transactions in the download, scroll down on your browser to display more transactions, then click download.

Search results can be further filtered by date, amount, account, and with other variables on Online Banking.

Transactions are automatically categorised so that you can view your spending by category and by merchant. 

To change the category of any transaction in Macquarie Online Banking:

1. Select your account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Amend the Category using the Category selection drop down list
4. Click Apply if you want to apply the same category to all new transactions and then select Confirm to apply the changes.

To change the category of any transaction in the Macquarie Mobile Banking app:

1. Select an account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Inside the Category feature, click on the pencil icon to edit the category
4. Click Apply if you want to apply the same category to all new transactions and then select Confirm to apply the changes.
    

You can use tags to categorise your transactions and to track your spending more effectively. You can assign tags to transactions such as 'groceries', 'shopping', 'travel' and so on.

To tag your transactions in Macquarie Online Banking: 

1. Select your account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Click inside the Tags feature to add or change a tag.

To tag your transactions in the Macquarie Mobile Banking app: 

1. Select an account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Inside the Tags feature, click on the pencil icon to add or change a tag.
    

To delete your tags from the tag library in Macquarie Online Banking: 

1. Select your account from the Account list
2. Click on the relevant transaction to bring up the transaction details
3. Click Manage located above the Tags field
4. Select the tags you want to delete. Up to 50 tags can be deleted at a time 
5. Click Delete
6. Tags will be deleted only from the tag library and not from existing transactions that have been tagged. 

To delete your tags from the tag library in the Macquarie Mobile Banking app:

1. Select an account from the Account list
2. Select the relevant transaction to bring up the transaction details
3. Inside the Tags feature, select the pencil icon
4. Select the Manage button on the top-right
5. Select the tags you want to delete. Up to 50 tags can be deleted at a time 
6. Select the Bin icon
7. If you’d like to delete one tag, swipe the tag to the left
8. Tags will be deleted only from the tag library and not from existing transactions that have been tagged. 

You can edit categories, tags, notes and attachments of multiple transactions, both historic bank account transactions and transactions returned in a search.

To make edits in Macquarie Online Banking:

1. Select your account from the Account list to view historic account transactions or search for a combination of transactions
2. Hover your mouse over the transactions you wish to select and tick a checkbox on the left of each transaction. You can select up to 100 transactions
3. Select the Edit button on the action bar at the bottom of the screen
4. Amend transactions details and confirm changes by selecting the Submit button. 

To make edits in the Macquarie Mobile Banking app:

1. Select your account from the Account list to view historic account transactions or search for a combination of transactions
2. Press and hold the category icon on the left for more than 1 second
3. Tick a checkbox on the left of each transaction you wish to select. You can select up to 100 transactions
4. Select the Edit button on the action bar at the bottom of the screen
5. Amend transactions details and confirm changes by selecting the Submit button.