Creating a Transaction List

How to create an Account Transaction List

First, select Accounts from the Top Navigation Bar.

Then select Statement from the sub menu.

Select Create a Transaction List from the Drop down menu.

Enter the start and end date for your transaction list.

Select which accounts you'd like to include, or select Yes for All Accounts at the top of the list.

Click the Display button to create the transaction list. It will appear in a new window.