Download/Export Transactions

Accessible under the Transactions menu.

This function allows you to download a list of individual transactions into your chosen financial management package or spreadsheet. To access this function, click on Download/ Export Transactions under the Transactions menu. The following screen will ask you to confirm the information to download, along with the format from the following choices: 

  1. Quicken dd/mm/yy (QIF) (For older formats of Quicken and MS Money) 
  2. Quicken mm/dd/yy (QIF) (As per (1). Also select this option for older versions that require dates in US format) 
  3. Quicken MS Money (QIF) (For Microsoft Money or Quicken or if you wish to import data into later versions of MYOB)
  4. Comma-separated Values (CSV) (Select this option if you wish to use the data in a spreadsheet) 
  5. Running balance (CSV) (As for (4), but with a running balance accompanying each transaction line) 
  6. Open Financial eXchange (OFX) (If you have a software package that supports OFX type files). 

Once you have completed your selection, click on the Download button. Your file will be generated and you will be prompted to download the file.

Please Note: Download instructions may vary depending on your internet browser. Additionally, the process of importing the file into your financial management application may differ depending on the software and version. 

If you are downloading to a specific financial management package (using option 1, 2 , 3 or 6), and you have completed all of the steps outlined above, you will now need to import and set up the data file in your financial management package. Specific packages indicate how to import the data file, usually via the ‘Import’ function in the menu. If you require assistance please contact the provider of your software.

* Home loan comparison rate based on a $150,000 loan over 25 years.  Fixed loan comparison rate applies only for loans with an LVR of 80% or less and a loan amount of $150,000 to $249,999.  WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate.

Interest rates are on a per annum basis. Rates are correct as stated and subject to change without notice. Rates shown are for new loans and do not apply to switches or internal refinances.

Home Advantage Variable rates include discounts shown from the Standard Variable rate. Home Advantage Living Equity rates include discounts from the Living Equity rate. Discounts are based on total lending in the package. Discount Variable LVR rates are for new lending and include discounts from the Discount Variable Loan Rate.  Discounts are not available in conjunction with any other interest rate discount or special offer. All fixed rates are fixed for the period stated and revert to the variable rate applying at expiration of the fixed term. To approved applicants only. Conditions, criteria and fees apply.

Loan to Value Ratio (LVR) is the loan amount divided by the value of your security property (determined by Heritage Bank at assessment), multiplied by 100. Owner Occupied loans have a maximum LVR of 95%, Investment loans have a maximum LVR of 80% and Living Equity has a maximum LVR of 80%. Heritage is not accepting any new investment applications until further notice.

This advice has been prepared without taking into account your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation or needs.

Generate a personalised Key Fact Sheet based on your loan amount, term and repayments. This tool is provided to help you compare home loans from Heritage with other financial institutions.