Need to see 2017 transactions

ilannam
New Community Member

Hello:

 

I need to see all my transactions from that year. I tried a targeted search but it wouldn't comply. Can someone please advise?

 

Thanks

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1 REPLY 1

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@ilannam 

 

Create a report

 

(Personal accts) 

 

Activity > Statements > Custom > Activity Download

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

 

 

(Business accts) 

 

Report > Activity Download

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


Kudos & Solved are greatly appreciated. 🙂
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