How to separate credit card transactions older than Y2020
AKT
Member Posts: 6
Is there a way to only download credit card transactions that are NEWER than Dec, Y2020, or disable the old transactions before Dec, Y2020?
0
AKT
Member Posts: 6
Is there a way to only download credit card transactions that are NEWER than Dec, Y2020, or disable the old transactions before Dec, Y2020?
Comments
To download transactions from a select time period, follow these steps:
Go to Reports > Balance Sheet > Details
Under "Current Liabilities", click on the credit card account that you want to download transactions for.
You should now see a page called "Account Transactions" with all the individual debits and credits.
From here, select the date range you want at the top of the transactions section. In your case, just select the year 2021.
Click "Update Report".
In the top right-hand corner, click "Export" and select either "CSV" or "PDF". The transactions will then begin downloading.
Hope this helps.