Summary of fees in personal Account

JimmyGonz
New Community Member

So I'm working on filing my yearly taxes and I can't find a way to see a summary of my yearly fees at all anymore. Something that wasn't an issue last year.

 

Looked at a ton of online solutions from the community, asked customer support, and apparently, it's just no longer possible to see this unless I click on every single transaction 1 by 1, see if there's a fee, and calculate it manually. Turning a 2-minute job into something that will take days to achieve. Even the CSV reports no longer have a fee column.

 

Are I and customer service ( I know they've been pretty useless as of late ) missing something or was this feature just randomly removed from personal accounts?

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1 REPLY 1

zbohm86
New Community Member

I had this same dilemma. Here's the easiest thing I could figure out. 

 

Create a custom statement for the whole year. Go to Activity > All Reports >  Statements > Custom 

 

Create a report for all of 2020. Once the PDF or CSV is generated it shows all your transactions and the fees you had.

 

Add all the totals from fee column.

 

Hope this helps! If you find an easier way, please let me know! 

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