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Tax time – Downloading your transaction history

News & Insights

For all the latest news and events

News & Insights

For all the latest news and events

Tax time – Downloading your transaction history

This is just a friendly reminder that you have until 31 July to download the last 13 months’ worth of transaction history. Keeping in mind this does differ from your eStatements, which are available online for up to 7 years!

If you wish to download your transaction history on the computer, please follow these steps:

  • Log into your internet banking through web browser
  • Select the relevant account
  • Select ‘Transaction History’
  • Press on the little magnifying glass and search by the last 12 months
  • Press on download button (small orange down arrow) located at the bottom of the screen

**You can export your statements as an Excel file, CSV file or QIF file.

If you would like to download your transaction history from the app, please follow these steps:

  • Log into your Summerland banking app
  • Select the relevant account
  • Press the three dots in the upper right corner
  • Go to ‘Transaction History’
  • Select the last 12 months
  • Select how you would like to share them

**They will automatically download as a CSV file which you can share via message and email.

If you require any assistance, please don’t hesitate to call our contact centre on 1300 802 22 or visit us in branch.

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Banking and loan products are issued by Summerland Financial Services Limited ABN 23 087 650 806 AFSL/Australian credit licence 239 238  trading as Summerland Bank. Terms, conditions, fees, charges and lending policies apply. Applications are subject to credit approval. Rates current as at 31 October 2023 and subject to change.

This is general advice only and may not be right for you. This information does not take your personal objectives, circumstances or needs into account. Read the disclosure documents for your selected product or service, including the Financial Services Guide and the Terms and Conditions, and consider if appropriate for you before deciding.

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