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Get a listing of all automatic payments

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sbradley02
Contributor
Posted on

Trying to get a dump of all of my automatic payments only over a year's time, preferably to Excel. Is this possible? Don't see anything in the online help.

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Get a listing of all automatic payments

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sharpiemarker
Esteemed Advisor

@sbradley02 

 

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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Get a listing of all automatic payments

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Go to solution
sharpiemarker
Esteemed Advisor

@sbradley02 

 

Activity > Statements > Custom > Activity Download

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


Kudos & Solved are greatly appreciated. 🙂

View solution in original post

Get a listing of all automatic payments

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Go to solution
sbradley02
Contributor

I THINK I was able to identify the recurring payments from the report, but not 100% sure.

Thanks

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