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Add the Generate Statement Module to the transactions tab

Feature Requests & Bug Reports

When downloading the monthly statements for portfolio tracker like P2PDash we need the transactions included. In the “Transactions” tab a module to download a transaction statement is not available. It can be found at the “Account statement” and here you can select “statement with transactions”. It would be handy if you add the same element to the “Transactions” tab too.

Posted by An Anonymous User ·
Status: Completed2 comments

Comments2

  • Revest Team

    Team•

    Sep 7

    Thanks for the suggestion — the feature is now live.

  • Revest Team

    Team•

    Aug 28

    Thanks for the suggestion — we agree this would make the transaction export more convenient to access.

    We’ve added the request to bring the Generate Statement module directly into the Transactions tab to our UX improvement tasks.


    Thanks for helping us make Revest better.