Data Feeds

10.6 Exporting Bank Transactions

If you choose to use the SDS Bank Data Feeds facility, you will note an EXPORT button on the Bank Account selection screen:

Export bank data

The EXPORT function allows you to export bank data to an Excel Comma Separated Values file.

Select the Financial Year or a date range and click the EXPORT button.

Select export date range

Mclowd offers the option to SAVE, SAVE AS or CANCEL.

Save exported file

Note that the exported data file will list the date, amount and description.

 


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.

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