What is the Accounts tab?

This article defines 'the accounts tab' and clarifies its role within financial operations. It explains the concept's importance for managing transactions.

  • Nov 19, 2025
  • Knowledge

Details

The Accounts tab provides users with access to all their currency accounts, enabling them to monitor balances, transaction history, and account details. Users can easily navigate through different accounts, check available funds, and perform necessary actions such as adding or transferring funds.

 

Why is this page important?
This page is crucial for users to maintain oversight of their financial activities across multiple accounts. It serves as a hub for managing finances efficiently, ensuring that users can quickly assess their financial status and make informed decisions.

 

Next Steps:

1 Log into your OFX account.

2. Locate the Accounts tab on the left sidebar menu.

3. Click on the Accounts tab to view the detailed information, including balance and transactions - Settle and Upcoming.

4. Use the Account actions to Add a new currency account,  Deposit funds to an account, Download statements, Convert  Currency, Internal AUD transfer or as needed.

 

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What is the Accounts tab?
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