Quick Balance FAQs

Quick balance allows you to view the available balance of up to 3 eligible accounts without having to login. Within Quick balance you can also:

- View the last 5 transactions on your accounts.

- Transfer money between eligible accounts. Just drag and drop the coin and login to authenticate the transfer.

1. Tap 'Set up' on the Quick balance tile on the home screen. (If you have dismissed the Quick balance tile from the home screen you can setup Quick balance by tapping on the profile picture cog, then tapping on the ‘Quick balance’ link under the ‘Settings’ heading, and then the ‘Set up quick balance’ button.)
2. Logon and select the accounts (up to 3) you would like to display;
3. If you’d like to be able to view your last 5 transactions, tap the tick box next to ‘Turn on your recent activity’;
4. Tap ‘Done’.

You'll need to setup Quick balance before you can view your last 5 transactions. Once you've set up Quick balance:

1. Tap the cog icon in the lower right corner of the Quick balance tile on the home screen;
2. Logon;
3. Tap the ‘Account Settings' tab;
4. Tap the chevron, for the account you would like to see your last 5 transactions for, and turn on the switch for ‘Recent transactions’;
5. Repeat step 4 for all accounts you would like to see the last 5 transactions for;
6. Tap ‘Done’.

To make a transfer just drag and drop from the account you’d like to transfer from, to the account you'd like to transfer to.

Once within Quick balance, hold your finger on the ‘from’ account until the '$' coin appears. Then simply drag and drop the coin from the account you’d like to transfer from, to the account you'd like to transfer to. You’ll then be asked to logon to authenticate the transfer.

Yes.

Yes. To hide your available balance:

1. Tap the cog icon in the lower right corner of the Quick balance tile on the home screen;
2. Logon;
3. Tap the ‘Account Settings' tab;
4. Tap the chevron, for the account you would like to hide the balance for, and turn on the switch for ‘Show bar graph’.  You will need to enter the minimum and maximum amounts for the bar graph. (You need to show the bar graph to be able to hide the balance amount). Then turn off the switch for ‘Show Balance’;
5. Repeat step 4 for all accounts you would like to hide the balance for;
6. Tap ‘Done’.

You can view most accounts such as: Complete Freedom, Maxi Saver, Incentive Saver, and most credit card accounts.

1. Tap the cog icon in the lower right corner of the Quick balance tile on the home screen;
2. Logon;
3. Tap the ‘Account Settings' tab;
4. Turn off the switch for ‘Quick balance’;
5. Tap ‘Done’.

1. Tap the cog icon in the lower right corner of the Quick balance tile on the home screen;
2. Logon;
3. Tap the ‘Account Settings' tab;
4. Tap the chevron, for the account you would like to turn off viewing last 5 transactions for, and turn off the switch for ‘Recent transactions’;
5. Repeat step 4 for all accounts you would like to turn off viewing last 5 transactions for;
6. Tap ‘Done’.

The home screen isn't password protected, so anyone with access to your phone will be able to see your Quick balance details. A transfer of money between your eligible accounts requires you to logon, ensuring the same high level of security as Mobile Banking.

If you'd like to hide your balance,

1. Tap the cog icon in the lower right corner of the Quick balance tile on the home screen;
2. Logon;
3. Tap the ‘Account Settings' tab;
4. Tap the chevron, for the account you would like to hide the balance for, and turn on the switch for ‘Show bar graph’.  You will need to enter the minimum and maximum amounts for the bar graph. (You need to show the bar graph to be able to hide the balance amount). Then turn off the switch for ‘Show Balance’;
5. Repeat step 4 for all accounts you would like to hide the balance for;
6. Tap ‘Done’.