Please help me find a list of ALL my transactions for the entire year of 2019.

Remmaj
Contributor
Contributor

Here are the instructions that I wrote down for myself last year but is appears there is no longer the annual report or at least not one that shows who the payments were from.

Click on “Activity” then on “Statements” then on “Custom” then on “Financial Summaries” then on “Annual Financial Summary” then on “Financial Summary Report”

 

Click on dropdown menu for Date Range and choose the previous year.  Then click on “Create Report”.

Please give me step my step instructions to help me find a list of ALL transactions for the year of 2019 that also shows who the payments were from.

THANKS IN ADVANCE !

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Remmaj 

 

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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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Remmaj 

 

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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Remmaj
Contributor
Contributor

THANKS !

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