Complete transaction history from beginning of account

SamDowns
New Community Member

Hi! I only seem to be able to see my transactions from up to a couple of months ago. I'd really like to see me my entire transaction history. Is there a way to do this?

 

Thanks,

Sam

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1 REPLY 1

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@SamDowns 

 

Well, if your transaction history goes back more than 7 years, nope.

 

Create a 7 year transaction activity report:

(Personal acct) Activity > Statements > Customize > Activity Download

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

 

(Business acts) Report > Activity Download

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


Kudos & Solved are greatly appreciated. 🙂
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