investment transaction history
A
Alden Meneses
unable to see transaction history of money moving in and notes.
A
Alden Meneses
An update for this request - I think my kid got a dividend payment but not sure where to find that in the history.
A
Alden Meneses
Also Investments is not an option in the dropdown menu for my child's history. I see Spend Anywhere, Savings, Giving, Purchases, Allowance & Task and the various spending categories.
A
Alden Meneses
From the child perspective - In Savings I can click on history and see the transaction history and notes. In Investments, I don't see an option for history.
From the parent perspective - I can see the transaction i posted into Investments but it doesn't have the original note I wrote for that transaction.
BTW - i just received v5.35.1. I like the new interface. I will send some feedback on that soon.
Jackie
Thank you for sharing this with us, Alden! We're pleased to let you know that both children and parents can see transaction notes in the app. We are always working to improve our Greenlight experience and will be sure to pass your feedback regarding a transaction history along to the team. In the meantime, you can download your monthly investment statements by tapping on your child's invest tile, scrolling down to the bottom of the page and tapping "Monthly statements".