Activity with Running Balance?

genericadm
Contributor
Contributor

Up until a few days ago I was using a PayPal page that displayed each activity with fees and running balance (Gross | Fee | Net | Balance). It was in PayPal's old/classic UX, so not pretty, but very useful. There wasn't a link in the current UX to get to it, but I had bookmarked the URL: https://www.paypal.com/webscr?cmd=_choose-transaction.

 

Today, that URL doesn't work - it resolves to the new/current UX "Activity" page (https://www.paypal.com/myaccount/transactions/). I was bummed and decided to reach out to customer service by chat and they help some.

 

Turns out you can get the same information (Gross | Fee | Net | Balance) from the new UX as follows:


1. Go to this URL: https://www.paypal.com/listing/transactions.
This appears to be a different page than what you might see by clicking on "Activity" from the menu, probably depending on your account type (Personal or Business").
The default view and this page's pull-down selectors are "Active | All transactions | All currencies | Past 30 days".

 
2. Select "Balance affecting" from the second pull-down (default is "All transactions"). As soon as you change the pull-down, the page refreshes and you will then get a view that includes "Gross | Fee | Net | Balance".
 
I'm glad to know I can still see this info on the website and without having to generate a report, but the bummer is it now takes two steps; the page cannot be invoked by a single URL. I asked the chat rep to pass along my recommendation that the page be callable from a URL.
 
Screenshots of the 'Activity' page as I see it in default view and after selecting 'Balance affecting':
pp 1.jpgpp 2.jpg
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Designability
Contributor
Contributor

Hi and thanks for your reply, your suggestion does have the running balance, but not all of the transactions and I am counting fees as a transaction.  I need to use another gateway if Paypal can't give us basic information.  I reckon they are doing everything possible for us not to see the actual fees.  I read that sometimes they bundle it together with taxes - another way of hiding what I am actually paying in fees.

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everettunity
Contributor
Contributor

The balance column does not appear (and I have a business account).  At the bottom of the screen it says "You can get the details of balance impact from each of these payments in a customized Activity download report."   However, I tried that and the resultant export does not show balances, either. Nor does it appear in reports generated from the Statements tab.  Apparently Paypal is determined to not disclose the running balance.  Makes it very difficult for our accountant to reconcile. 

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