A Bank Statement is a document that shows all the transactions that have happened in a bank account within a specific time.

Bank statements are an essential source document to keep for Taxation purposes but also to complete the Bank Reconciliation process in the Accounting package to ensure the bank balance in the Accounting system matches the bank’s records correctly. This task should be completed monthly, Bank Statements can be arranged with the Bank to close monthly on the last day of the month.

With St George Business Online Portal, you do not have to download an actual Statement, St George provides a PDF report of a Transaction History for whatever period you wish to download.

Download Bank Statements

1. Log into St George Business Banking
   
   è  The St George Business Banking Screen
   
   
   
   
2. Click on [Reports]
   
   è  The St George Reports Screen opens
   
   
   
   
3. Select the [Transaction history] Tab
4. Select/Enter the following details:
   • Select view or Download > Select: View transactions on screen
   • Select date range > type the transaction (from/to) period
   • Select the Bank Account
5. Click on [View Report]
   
   è  The transactions display on the screen
   
   
   
   
6. Click on [PDF print]
   
   è  The PDF transaction report is displayed on the screen
   
   
   
   
7. Download the Transaction History report and save it on your computer