Downloadable transaction history
Fiona Blank
Please create an on-demand transaction history download feature that can be imported into Excel (or other budget tracking platforms). Ideally this would be date-configurable, but monthly would also be fine as a starting point. I'm particularly looking for the Parent Wallet transactions, assume others may find use in being able to download the child accounts too.
Jackie
Merged in a post:
Downloadable Transaction History
Jackie
03-09-24 - The parent requests downloadable transaction histories for the children.
Aaron Rendahl
Here to vote this one up too! Do you track when there are multiple tickets about the same thing? If so, this need would seem to be pretty high on the list!
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.
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