How can I export downloaded transactions?

saberman

I recently download a number of transactions that I would like to discuss with the payee. I do not want to import them into an account. I would like to export them into a spreadsheet that I could send to the payee along with my questions.

Is there anyway to do that?

Jim_Harman

My recommendation would be to accept the downloaded transactions but give them a special Category - "Disputed" or something like that. Then you can print or export a report that includes just that Category. When the issue is resolved, you can change the Category back to the one you would normally use. If the resolution results in a credit, you could enter that with the same Category and thus zero it out.

splasher

I think that the download you are looking for is probably available from the financial institution. They probably have a .CSV file export available.

mshiggins

I recall the Online Center had downloaded but not yet accepted transactions for Direct Connect downloads.