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I need to download my transactions from as far back as 2011 and I can't seem to figure out how to find that information. I know I used to be able to do it quite easily, but with the latest round of changes, I can't figure it out. Could someone help me search and locate transactions from that far back?
Thanks so much!
Did you try this ?
* Login to your account.
* Click "Activity"
* Under "Simple" "Detailed"
* Click on "Statements"
* Click on "Activity export"
* Select "Custom Date Range"
* Select your "From" and "To" Dates
* Under the Format drop down - Select "CSV"
* Click "Create Report"
* When the report is completed - click "Download"
What this process does is export your history to a CSV file, you can then use an app like Excel to sort, view, create and print your own reports.
I don't see "simple " or "detailed" anymore when I click on Activity.
All that is there is a calendar selection box, but it only allows me to go back 3 years.
To the right there is the Statements drop down with "custom," "standard" and "tax docs" options. When I click through to each of them, they all specifically mention the 3 year limit.
Any other ideas?
Indeed you are "correct" - seems something has changed (again) - just checked both my personal and business accounts - both now seem limited to going back 3 years and there's some things that were available before that are gone - now I'm as puzzled as you - will have to do some digging around on this one.
Here's something I've found that may be the work around:
Assuming you have a Personal Account, login to your account, once there, paste the following URL in your browser's address bar:
This should bring up a different screen (actually, this looks like it's from the old interface) and it appears to be able to go back more than 3 years. You can also select the fields you want - give it a try and see if you can get the info you need.
Note, if you have a Business Account, under the menu for "More", there's a Site Map - look for Transactions, Download Transactions - this will go to the same link as provided above.