Monthly statements with balances

nanajean87
Contributor
Contributor

The statements on line are just activity lists without balances. Where can I find real statements with beginning and ending balances?

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@nanajean87 

 

Activity > Statements > Custom > Activity Download

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


Kudos & Solved are greatly appreciated. 🙂
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