monthly total

dennyb61
Contributor
Contributor

When looking at my statements is there a way to get a monthly total without adding them on a calculator  

thank you

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1 ACCEPTED SOLUTION

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@dennyb61 

 

Activity > Statements > Custom > Activity Download

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

 

Open in a spreadsheet and then tally the amounts in an empty cell with the "Sum()" function


Kudos & Solved are greatly appreciated. 🙂

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1 REPLY 1
Solved

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@dennyb61 

 

Activity > Statements > Custom > Activity Download

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

 

Open in a spreadsheet and then tally the amounts in an empty cell with the "Sum()" function


Kudos & Solved are greatly appreciated. 🙂
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