Reviewing Running Balance

42ndandBroadway
New Community Member

Why can't I see a running balance of what is held in my PayPal account in my statements? How can I see this?

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4 REPLIES 4

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@42ndandBroadway 

 

Create a report:

Activity > Statements > Custom > Activity Download

Select Transaction type, date range, customize report fields, and report format.


Kudos & Solved are greatly appreciated. 🙂
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42ndandBroadway
New Community Member

Thank you.  Still playing with this to get it to work.

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StewEdwards
Contributor
Contributor

Activity>Statements>Custom>Activity Download

No problem selecting those options.

 

Please outline exactly how you include a "running total" in the generated report.

 

We have been trying for many hours and cannot include this essential field.

 

A running total is essential to reconcile the account with the linked account. The simple "PayPal Balance Avialabe" is not enough.

 

I have a feeling that PayPal removed this information in an update and it is no longer available.

 

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genericadm
Contributor
Contributor

I was using the "classic" site to see activity with running balance on the website, no report generation necessary. The link I had no longer works, but I discovered a new way to get the same info. See this post for details: https://www.paypal-community.com/t5/My-Money/Activity-with-Running-Balance/m-p/1923538

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