Downloadable Transaction History
Jackie
03-09-24 - The parent requests downloadable transaction histories for the children.
Jackie
12-17-24 - The parent would like transaction history available in CSV, QFX and OFX format.
D
Damian
Merged in a post:
Ability to export transactions from Parent Wallet to CSV file in one of the standard formats - QFX, etc.
A
Alden Meneses
The ability to track and categorize transactions out of Greenlight.
J
Joleen Freiberg
I would love to have a jobs history review. The transaction history is there, if we could add what job was done along with the transaction of amount paid that would be great!!!
D
Damian
08-21-24 The parent would like to be able to download a PDF of the transaction history to print.
D
Damian
08-19-24 - The parent would like an option to download the transaction history online.
D
Damian
Merged in a post:
It would be great to be able to more easily pull history reports in an excel or csv format that includes categories. I have to put together annual spending reports, and it's really challenging to put together in the app
Ashley McFadden
D
Damian
Hi Ashley - Thanks a bunch for the feedback. We've shared your idea with our product team as we are always looking for new ways to shine a light on the world of money for families like yours.
Jackie
08-13-24 - The parent would like an option to download the transaction history.
Jackie
04-10-24 - The parent would like to option to print a transaction history online.
Jackie
07/27/24 - The parent would like the ability to download the transaction history as a CSV file.
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