Download your results (Online Banking only)

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.

Categorise your transactions

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.
     

Tag your transactions

You can uniquely categorise your transactions and track your spending more effectively by using tags. 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.
     

Edit multiple transaction details at once

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.

Information about applying above to all new transactions

  • The system will override your preferred category, tags and/or flags and apply to all new transactions where to and from account or transaction description merchant are the same.
  • This won’t change historic transactions, only new transactions.
  • This is available when you select internal transfers, funds transfer, PayID, BPAY, card payments, online and instore purchases and eGift cards.
  • You can update historical transactions by using search and multi edit.
  • You can amend Apply changes to all new transactions by selecting your new category, tags and/or flags and using Apply all again.

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