Transacton History

iamelvis23
Contributor
Contributor

I need to look at my transacton from January 1, 2017 through December 31, 2017.  How do I do that

 

 

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1 REPLY 1

Snow-Cat
Advisor
Advisor

One option is to download or export your Transaction History, here's how:

* 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"


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.

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