Account statement export at any date not just month end | Voters

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Account statement export at any date not just month end

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Tim Fouracre

Suggested by a customer: Allow CSV export to be done to any date not just month end.

This allows for better visibility of uncleared, cleared transactions dates post month end.

March 22, 2019

Erika - Countingup

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complete

Shea Geller

Erika - Countingup: That is great. How do we access this new feature?

Erika - Countingup

Shea Geller: Hi Shea, please fully close the app and re-open. Tap the usual bank statement icon and you will be able to see that you can now download the August bank statement that will be marked as partial.

Mike Moate

marked this post as

in progress

We're working to support partial statements for the current month, in both PDF and CSV formats.

Mike Moate

Merged in a post:

Download upto date statement mid-tern

Shea Geller

Would be very useful to be able to download a statement upto date not just at the month end. that way users can do it weekly or at any other time frame rather than waiting for the month end.

August 7, 2019

August 8, 2019

Shea Geller

This would be extremely useful to many users

Richard Lyon

Good shout. Functionally would be helpful