Feedback

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!

03-09-24 - The parent requests downloadable transaction histories for the children.

04-06-24 The parent would like to see the full transaction history, including backouts and merchant reauthorizations, in the app.

Can you please add a feature to see and print a monthly statement for my daughter’s account? We have monthly meetings to discuss where her money is going and whether she’s getting fulfillment from her purchases.

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.

02-12-24 The parent would like for a deposit only transaction feature.

8-30-24: The customer would like to see an NFC wallet as an in-app feature.

Please Add the ability to make notes/ memos for charges/ expenses. Generic charges (like Apple.com , Amazon, etc) make it very hard to go back and track or reconcile what exactly they were for, and especially if a charge needs to be disputed. Having a manual notes category (with the ability to make notes both at the time of the transaction as well AFTER the transaction AND from the parent end - where parents can make notes - would be extremely helpful when trying to reconcile and review charges with our teen. When trying to teach the kids about financial responsibility and reconciliation and the steps needed to dispute fraudulent or incorrect charges - this would be very helpful. Having this as a standard feature of the app would be very helpful. It's been painful trying to untangle charges that were not authorized.

Please add the ability for BOTH kids and parents to add a note/ memo for a transaction even well after the transaction has processed. It's hard to track charges from more generic sites (i.e. Apple.com or Amazon) for exactly what the charges were specifically for when reconciling the account and especially when disputing fraudulent/ unauthorized charges. This would be and excellent tool for teaching the kids financial responsibility, tracking, and the steps that need to happen when their account has been compromised.

time, reason denied, etc. It seem that this was a feature in the past,