New Halifax On-Line Banking Service

Sloma

Hello,

Recently Halifax introduced new and "simplified" on-line service. I put that in quotes on purpose because I think they treat us as very dumb people who don't know how to use on-line banking.

First of all it is much less clear and you can't find everything in one place you just HAVE TO look in tabs, sub-pages etc.

Secondly and what really made me angry was disappearance of paper-free-service. It's not green but more important I can no longer export my statements to external program where I manage all my finances. Now I have to do it MANUALLY and this just takes ages.

This switch made me really angry to the point I'm thinking of switching my bank. Now, my question is:

Does anyone know good on-line banking service with paper-free-service where you can actually export your statement as a file to different format similar to old Halifax's service i.e. Microsoft Money?

or

Does anyone know if service described above is coming back in very near future to this new crippled look?

Thanks.

2sides2everystory

Looks like a bungled implementation, doesn't it? The graphic designer made it look pretty but the analysts and development boys have evidently done a rush job. I wanted to use the + View interest rate and account details link below my ISA last night ... the link didn't work.

Earlier I'd Googled the sharedealing site which was made separate some months (a year?) ago and logged in and got my banking portfolio (which surprised me). I then clicked the sharedealing link from there and had to log in to sharedealing again. That's because the Sharedealing Homepage has given prominence to the online-banking link in it at the moment. The correct link is also on the page but if they can make a navigational intuition type mistake as fundamental as that then how secure is the overall implementation one wonders?

Just had another click around in there - there's a lot of links that jump out of the secure environment e.g. Change of Address and Change of Name which are separate links but go to the same Change of Address page except one of them has Name in the title and one doesn't. These pages are not pop ups and can mean that the logged-in punter can easily be distracted completely away from the secure login environment whilst an open session sits perhaps forgotten in the background. I am sure this is not good practice.

Don't they have testers ? I'll do it for a small fee .

When this kind of thing is seen to be happening (i.e. expect anything) how are customers supposed to recognise what looks a bit odd and to protect themselves from opportunist phishing while Lloyds/HBOS have the drains up?

NFH

Sloma wrote: »

Does anyone know good on-line banking service with paper-free-service where you can actually export your statement as a file to different format similar to old Halifax's service i.e. Microsoft Money?

Barclays has the best online banking I've seen of any bank, either inside or outside the UK. You can download to MS Money, Excel and a variety of other formats. You can choose to have your statements to be supplied in PDF format in an exact replica of a paper statement.

Milarky

Sloma wrote: »

and what really made me angry was disappearance of paper-free-service. It's not green but more important I can no longer export my statements to external program where I manage all my finances. Now I have to do it MANUALLY and this just takes ages.

Funny that - because I have just used the 'new' screen to pull down a statement from 2009 and exported it to excel.

Go to 'Select by date' at foot of the recent/current transactions page and once the historic transactions appear on a new screen there is an 'export' button which also appears.

Sloma

Milarky wrote: »

Funny that - because I have just used the 'new' screen to pull down a statement from 2009 and exported it to excel.

Go to 'Select by date' at foot of the recent/current transactions page and once the historic transactions appear on a new screen there is an 'export' button which also appears.

I overlooked this, thanks but there is something that keeps me bothered. There is text just beside:

"Information is only available for periods when you
have not received paper statements"


Since Halifax switched to paper statements does this mean that on-line statement history won't be available for documents I received via post? Confusing enough? Anyway I overlooked this because until you select your desired period for display and hit go, the option to export isn't visible on the page. This must be that simplicity they have written about. I'm still not convinced but I'm going to wait and see next month after I should get my first paper statement.

Thanks.

td_007

You do not get a downloadable statement if you receive a paper statement. Others banks eg Lloyds TSB, first direct have downloadable formats available even if you opt for paper statements.