Archived Statements

Benandkate
New Community Member

How do I find the statements that I have stored in "Archived"? 

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1 REPLY 1

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Benandkate 

 

On the Activities page, click the "Active" menu and select "Archived" and make selections on the other menus

 

If you want to download transactions and reports:

 

Report > Activity Download

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

 

Report > Statements > Monthly or Custom


Kudos & Solved are greatly appreciated. 🙂
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