The List Account Transfers and List Transfers Between Names reports let you see the transfer transactions that have been made between accounts and between names.

Use the date criteria

  1. Enter the Start Report On and End Report On dates to display the results you want.

  2. Click List Transfers.

Change the display sequence of the transfers

  • Click the hyperlinked column name to re-order the display of the transfers. For example:- clicking on Date will order the display in ascending or descending order- clicking on Account. will order alphabetically- clicking on Transfer In or Transfer Out will order by amount.

  • Click Print. A prompt tells you your report is being prepared. Once it has been prepared it is displayed as a PDF and you can then print the PDF file.

Export transfers list

  • Export a list of the transfer transactions to a Comma-separated Values (CSV) file (which is the name given to a file which stores values that can be read by computer programs), by clicking Export CSV. Depending on the computer you are using, the CSV file is automatically downloaded to your downloads folder with the name reports.csv, or you are prompted to choose the location and name to save the CSV file and then click Save.

Note: It is your responsibility to handle personal data in accordance with Data Protection laws.

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