Can you view transactions longer than 90 days ago?

Alycia2011
New Community Member
I have recurring payments on account but I can't view anything over 90 days ago. Can anyone help. Thanks
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1 REPLY 1

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Alycia2011

 

Default is 90 days. Do a search on the Activity page and/or use the filters. You can go back 3 years through search. If you want to go as far back as 7 years, use Activity Download:

 

To view and download statements and reports on the web:

  1. Go to Settings.
  2. Click Statements and Taxes.
  3. Click All transactions.
  4. Click custom statement. 
  5. Click Activity Download
  6. Customize report fields, then select the transaction type, date range, and file format.
  7. Click Create Report.
  8. When the report is ready, click Download.

Kudos & Solved are greatly appreciated. 🙂
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