Sometimes you might get an expenses report that shows blank information in the available/current balance fields. This is due to that information not being displayed via your clients' online banking portal.

This issue is known to only affect some St George, Bank of Melbourne and BankSA accounts.

We support over 150+ financial institutions, and the most reliable place for us to capture those details is via the banks' online banking dashboard, where all accounts are listed along with balance details.

The screenshot below shows an example of an online banking dashboard for Westpac, where we can normally expect to capture that balance information.

Some banks allow their customers to hide balance information from their dashboards. This is the reason balance information may be missing from the accounts tab in your clients' living expenses analysis.

You can find the information you need in the transaction listing PDF supplied for each account.

It will show as the final (most recent) transaction/balance on that document, or it may be found in the transaction listing summary information at the top of the document. An example is shown below.

If you need any further support, please contact CashDeck via online chat.