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I want to see the running balance in statements and account activity

Jim44
New Community Member

I want to see the running balance in statements and account activity

Does anyone Know how to see running balance in the statements or activity?

1 REPLY 1
elaborateJ
New Community Member

Re: I want to see the running balance in statements and account activity

I just spent an hour on the phone with Customer Support trying to get a straight answer to this.  I was told maybe there's a bug with my account, and that that feature is not offered.  Ultimately I discovered that apparently the only way to do this is to go to Statements -> Custom and generate a CSV report.  This is the only type of report that contains the balance.  You can import a CSV file into Excel or whatever spreadsheet you have.

 

It is unconscionable that a supposed financial institution would make it so difficult to see this information.  It should be part of every report.