Monthly statement
complete
Jackie
Merged in a post:
Monthly Starting Balance
Jackie
11-09-24 - The parent would like a feature that allows them to see the starting balance each month of all spend controls or categories so that they can properly see and compare the cx transactions.
Jackie
complete
Jackie
Good afternoon Amy! We want to make you aware that the monthly statement feature is now available in the app.
Follow these simple steps to view or download your statements:
- Tap on the Setting gear from the Home dashboard of your app
- Tap “Accounts”
- Tap “Account statements”
- Tap “Generate new statement” and select the start and end date for the statement you need
- Tap “Generate statement”
Thank you again for your feedback!
Jackie
Merged in a post:
Money Snapshot
Jackie
02-18-24 - The parent would like a monthly money snapshot.
Jackie
Thank you for sharing this with us, Amy! We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.