Q: How can I view old or archived transactions? |
A:
You can view old transactions in two different ways, depending on if
they have been archived. Here are the steps: 1.) Go to Finance 2.) Select a family in the 'Select Parents' drop down 3.) Underneath the drop down, check mark the option for 'All Transactions' 4.) To the right of 'All Transactions', select an earlier date, such as Aug 2015 5.) Click the button 'Show Balance, Log transactions..' 6.) When the page loads, check to see if you can find the transactions 7.) If the transactions are still not appearing, then scroll to the top of the page and click on the button underneath the family's name that reads 'View Archived Values' This will load any archived transactions for this family. |