Easy Export of Cleared Transactions to Excel
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Lorenzo Dunn
I need to do annual reports on the amounts and categories of transactions for our cards. What would really help is:
1) Being able to export transactions in .CSV or .XLS formats. Cutting and pasting from PDFs is a pain in the neck.
2) Filtering the transactions so that only actual cleared transactions appear. The records are cluttered with pre-authorizations, denied authorizations, authorization blackouts, etc. which are hard to wade through and edit out.
My bank can do this and it would be great if Greenlight could do this too!
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Leigh Heyman
I would like this feature too. It's more than a little infuriating that this doesn't exist.This is literally the only financial platform I've ever seen without the ability to export transactions to a spreadsheet. It's been almost a year since this was posted have there been any updates? I expect to cancel the service without this feature. You claim to be focused on helping my child learn financial literacy yet you've effectively killed the ability for my child to learn how to manage their finances using the single most common tool for doing that.
Jackie
Thank you for your inquiry, Leigh. We don't have an update for you at this time but we have shared the feedback with the appropriate teams.
Aaron Rendahl
I'm still waiting for this too. Every so often I go through the list of suggestions and upvote these. I don't understand why they would spend time making a PDF with the information instead of just giving us the data itself! It would be easier on both ends. If I'd realized how unfriendly Greenlight was with other financial systems I never would have chosen it and am still considering switching. Get this done!
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Ben
I also need this for court purposes. Some way to export to PDF or csv would be greatly appreciated.
Jennifer
We also have to do Annual Reports to file with the Court. We need ability to download transactions to CSV (and) simplify transactions to deposit vs debit.
Jackie
Thank you for sharing this with us, Lorenzo. We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.