You can view your recent currency account transactions directly from your OFX account. This allows you to monitor your account activity, check balances, and review transaction details for each of your currency accounts.

Next Steps:

To view your recent currency account transactions, follow these steps:

1. Log into your OFX account.

2. Navigate to the Accounts section:

   • Click on Accounts in the sidebar menu.

     

3. View overall transaction history:

   • The overall transaction history is displayed.

   • The default view shows the Settled transactions. Click on Upcoming to view the upcoming transactions.

     

4. Select your currency account:

   • Alternatively, if you want to view only for a specific currency account, from the list of accounts displayed, choose the specific currency account you wish to review.

     

5. View transaction history:

   • Click on the account to open its details page.

   • The transaction history for the selected account will be displayed, showing your most recent transactions at the top.

     

6. Review transaction details:

   • Click on any transaction to see more information, such as transaction date, amount, and description.

     

7. See more or older transactions:

   • If you need to view additional transactions, use the available filters or scroll to load more history as needed.

     

After completing these steps, you will see a list of your recent currency account transactions in descending order (most recent first).

Why is this important:

Regularly reviewing your currency account transactions helps you:

• Track your cash flow and spending.

• Quickly identify any unauthorised or unexpected activity.

• Ensure all payments and receipts are accounted for.

• Maintain accurate records for reconciliation and reporting.

Related FAQ Articles:

• Where can a user view the Global Business Account details?

• How do I view account balances?

• Where do I download payment transactions?

• How do I change my payment view?