how do I see a record of all my transactions?

[geo8609]

How do I see a record of all my transactions?  hh8609

[clarry100 · Accepted solution]

At the end of each month I do a download of that month's paid and posted report.

I keep that in an Excel spreadsheet.

This way I have on my local computer a fully searchable record of every transaction ever made by me.

That report has all the fields in it that I need.

[geo8609]

Thanks. Helpful.