Generate a report or sort transactions by payment method

[NMskies]

I have two payment methods (accounts) to make purchases.  I need a report by method to reconcile to the two accounts.  I is a credit card, and one is a checking account.  Can anyone tell me how to do that.  The activity reports I have found do not indicate which method was used for the payment.

[Snow-Cat]

You may want to try exporting or downloading your account activity.  What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.

* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"

[NMskies]

Thank you.  I tried that but I still can't tell which method was used for the transaction.  Sounds like I will have to work backwards from the methods and reconcile to the PayPal activity.  I was trying to go the other way.

[Snow-Cat]

The only info concerning the payment type that PayPal will share in the report is the following:

Field name:  Payment Type     

eCheck
Instant
PayPal Funds