Need to see 2017 transactions
ilannam
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Posted on
Aug-11-2019
12:09 PM
Hello:
I need to see all my transactions from that year. I tried a targeted search but it wouldn't comply. Can someone please advise?
Thanks
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Activity Download
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Transactions
1 REPLY 1
sharpiemarker
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Aug-11-2019
12:26 PM
Create a report
(Personal accts)
Activity > Statements > Custom > Activity Download
Select Transaction type, date range, customize report fields, and report format.
(Business accts)
Report > Activity Download
Select Transaction type, date range, customize report fields, and report format.
Kudos & Solved are greatly appreciated. 🙂

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