Account List > Credit Card 8899
Account List > Credit Card 8899
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On a real banking website, the Transactions would be served from a select box system. See pics below for an example
These links above represent a mockup Banking Back end for use with ZAP Accounting Software education and training. This layout above is overly simplified for training purposes and ease of use. Designers don't typically like simple. They like to be creative and it's often to user detriment. Please see the screen shots below of a real banking back-end and the process for obtaining this information in that system and others like it.
Transactions Download CSV
Transactions Download CSV
Currently our banks will not allow you to view data directly in an html data table that you can just cut and paste into a spreadsheet. This is very easy for them to do, and hopefully we will be able to encourage them to allow that in the future. Until then, you will need to download your file as an MS Excel file or a CSV file (comma separated values) file. Other separated values formats can work too.
Below is an example of what this looks like in Bank of America.
Step 1: Go to the Account Page
Step 2: Confirm you are on the Activity Tab
Step 3: Select Download Link...
Step 4: Select Corporate Txns OR individual card holder txns, or all
Step5: Select transactions by transaction period or by date range. (Date range handy for multiple months at a time!)
Step6: Select File format (MS Excel or CSV)
Step 7: Click download transactions to trigger the CSV download process
Statements - View or Download PDF
Statements - View or Download PDF
Step 1: Go to the Account Page
Step 2: Click on the Statements and Documents Tab
Step 3: Select Relevant Year
Step 4: Select Relevant Month to view or download pdf
As always, thanks for Banking with Bilbo!
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