Go to www.nabtrade.com.au and login with your User ID and password.
Select Accounts: Cash account
A list of your transactions displays:
Click the DOWNLOAD link at top right (green down arrow)
Save the file to your Desktop.
Log out of NAB Trade.
The saved file is not in the correct format for importing to Mclowd™™. It will need some minor modification. The data must be arranged in three columns: Date (dd/mm/yyyy), Amount (withdrawals shown as negative amounts), Description.
Open the saved file with Microsoft Excel.
You should now have all Debits showing in Column B as negative numbers and all Credits showing in Column B as positive numbers.
You do not need to delete the Debit (D) and Credit (C) columns. Mclowd™ will ignore these columns.
Your spreadsheet should now appear as:
Use Excel’s SAVE AS function to save the file as a CSV file (Comma Delimited).
Go to Manual Import: Importing the file for instructions on importing your saved file.
