Help & Support

  1. Business
  2. Help and support
  3. Internet Banking for Business
  4. Transactions, reporting and exporting
  5. Account summaries

Account summaries

The Account Summary screen gives you a high-level view of the accounts you can access.

You’ll see the Account Summary screen as soon as you log in to Internet Banking for Business. Return to it at any time by going to the ‘Accounts’ tab and choosing ‘Account Summary’ from the left-hand menu.

Viewing historical account summaries

Use the date picker and date range options to see the past balances of your everyday and linked non-BNZ accounts (NAB, ANZ or Westpac).

Exporting, printing, and saving account summaries

You can export a CSV copy of your summary and upload it to your accounting software, or create a PDF copy to print or save.

Exporting a CSV copy

  • Go to the ‘Accounts’ tab of your Internet Banking for Business.
  • Choose ‘Account Summary’ from the left-hand menu.
  • Click on ‘Export’.

Creating a PDF copy

  • Go to the ‘Accounts’ tab of your Internet Banking for Business.
  • Choose ‘Account Summary’ from the left-hand menu.
  • Click on ‘Print this page’ at the bottom right of your screen—it will open in a new window.
  • Right click anywhere on the summary and select ‘Save’ to download a copy.