Can I import information from my other (non-NAB) bank accounts?
No, you’re unable to import transactions or other information from other financial institutions. Money Tracker will show all accounts that you can currently see in NAB Internet Banking.
It is possible to create savings goals based on money held in non-NAB financial institutions by manually entering the savings amount and interest rate, however Money Tracker will not track any subsequent deposits made into the account.
Can you export data from Money Tracker?
No, you’re unable to export data directly from Money Tracker.
You can however export your transaction history of any account in Internet Banking.
To export your transaction history, simply:
- Go to your Transaction history screen within the Accounts menu.
- Select your account
- Use the filter option to customise your list of transactions
- Select the Export data option in the top right hand corner of the page
- Export the transactions to the application of choice
- Should you wish to print all of your transactions, you can do so from this new document.
Can you print directly from Money Tracker?
No, you’re unable to print data directly from Money Tracker.
Can I share Money Tracker with my accountant or financial planner?
Yes, it is possible to set up third party access to internet banking for your accountant or non-NAB financial planner. The third party would have access to Money Tracker. If you’d like to set this up please attend any NAB branch for assistance.
What happens if I close an account?
Closed accounts are unable to be viewed within Money Tracker.
You will still be able to access statements for closed accounts in internet banking if you had online statements set up for the account at the time it was closed.
What happens if I open an account?
If you have NAB Internet Banking, your new account will be automatically linked to Money Tracker when it is opened. You have the option to include or exclude any nab account from your Money Tracker view.
Any transactions made on the account on opening should be able to be viewed in Money Tracker the following day
What happens if I get a new account number given to me by the bank?
If the bank re-numbers your account, the information and settings in Money Tracker will flow through from the old account number to the new one.
What happens if joint account holders are logged in and making changes at the same time?
Joint account holders will be able to see each other’s changes in Money Tracker. The latest change will override earlier change, regardless of log on or log off times.
If a banker and a customer are both logged in to an account at the same time, the same rule applies – ie. the later change will override the earlier change.
If joint account holders are both using Money Tracker at the same time and change the same field at exactly the same time, they will receive an error message.
If someone has existing 3rd party access to my account, will they be able to view or change my Money Tracker?
If someone has third party access to your account, they will be able to view your Income and expenses in Money Tracker.
However, a third party will only have visibility of your savings goals if they are accessing your account via an additional NAB ID.
What if I don’t want my partner / joint account holder to see the information in Money Tracker?
If you share a joint account, the joint account holder will be able to see all of your information in Money Tracker, the same way they are able to currently in internet banking.
If a joint account holder has privacy concerns, they should talk to their banker about opening a separate account.
Who has access to my Money Tracker data?
NAB bankers have access to your Money Tracker information including any budgets or savings goals you’ve created.
Can bankers see or make changes to the information in Money Tracker
Yes, just as a NAB banker can see all of your accounts today, they will be able to see what you see in Money Tracker, including your expenses, budgets, and savings goals.
A NAB banker can set up a savings goal in Money Tracker for you and you will be able to see it in your view.
Any changes that NAB bankers make in your Money Tracker to your budgets or savings goals will be able to be seen immediately in your internet banking view.
Does that mean bankers have access to my internet banking?
No, NAB bankers do not have access to your internet banking or your log in details. NAB Bankers can access a view of your Money Tracker information via a different system.
Can a banker make changes in the tool without my permission?
Yes, just as a banker can see all of your accounts today, a banker will be able to see what you see in Money Tracker, including your expenses, budgets, and savings goals.
A banker can set up a savings goal in Money Tracker for you and you will be able to see it in your view.
Any changes that bankers make in your Money Tracker to your budgets or savings goals will be able to be seen immediately in your internet banking view.
Can a banker and customer log in to Money Tracker and make changes at the same time?
If a banker and a customer are both logged in to an account at the same time, they will be able to see each other’s changes in Money Tracker. The latest change will override earlier change, regardless of log on or log off times.
Will the bank use this information to sell me stuff?
Just as we currently use information from your accounts to suggest suitable products and services for you, the bank will also be able to suggest products to you on the basis of the information in Money Tracker.