Automate transaction reports

samcooke
Confirm Email, Member Posts: 2 ✭
Hi,
Can I automate a report of transactions each month and email them to me? I need to provide access to my account to my book keeper, and it does not seem like there is a way to add view-only access, so the next best would be automating a report.
I can write code if there is an API.
Thank you,
Sam Cooke
Clarksdale, MS
Can I automate a report of transactions each month and email them to me? I need to provide access to my account to my book keeper, and it does not seem like there is a way to add view-only access, so the next best would be automating a report.
I can write code if there is an API.
Thank you,
Sam Cooke
Clarksdale, MS
0
Comments
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Hi @samcooke,
Thank you for your question. Unfortunately, we do not offer automated transactions report service at this time. However, you can download a detailed transaction report directly from your account.
To access your transaction report, simply log in to your account and follow these steps:
- Click the "Account Activity" tab
- Under Reports and Statements click on "Monthly statement"
- Choose the relevant card/balance/bank account and date
- Select the preferred file format, this can be PDF or a CSV file
- Select "Download"
If you have any further questions or concerns, please do not hesitate to contact us. We're always here to help.
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