Banking

8. Banking – Introduction

Mclowd’s BANK tab enables users to view bank and loan account information, including current balances, and to ADD NEW bank or loan accounts, transfer funds between accounts, and, for users who are subscribed to the optional BANK DATA FEED service, to perform data feed tasks.

Click the BANK tab to view a list of accounts and access the BANK button menu.

Bankaccount_listandmenu

Buttons enable you to:


about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding. Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.