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How to create "custom date" search for transaction histories (for a mortgage application).

Posted by gemmah4 gemmah4
Message 1 of 2 455 Views

I have been asked to create a 'custom date' search for a transaction history to show my rent payments for the last year (this is for a mortgage application) and it cannot be presented in CSV format.  My financial advisor has asked for - a transaction history supported by an actual bank statement within specified date ranges. - Does anyone have any ideas on how I can do this?  Thank you in advance.

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Re: How to create "custom date" search for transaction histories (for a mortgage application).

Posted by DanaeC DanaeC
Message 2 of 2 448 Views

Hi @gemmah4, thanks for your enquiry. Whilst you will certainly be able to print a required date range of transactions, this would not be a statement I'm sorry. Once you have entered the required date range (available back to 01/01/2015), the transactions will be listed, and you will be able to print the list as it is shown on your screen. You'll just need to click the "print" button at the top of the page.
Alternatively, if your account is registered for eStatements, you will be able to access up to 5 years of previously issued statements within your Online Banking. Please see our previous Forum post regarding eStatements for further details. Hope this helps!

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