Transaction History & Financial Reports

Most banks let you view 90 days of history. Maybe 6 months if you're lucky. LifeLedger Pro gives you unlimited searchable records - decades of transactions organized by year, instantly accessible, completely private. Excel's capacity handles over 1 million rows, which means your entire financial lifetime fits easily with room to spare.

The built-in Transaction Finder lets you search by payee name, dollar amount, date range, or any combination. Looking for that payment from 3 years ago? Found in seconds. Need to prove when a subscription started? Pull up the exact transaction instantly.

Each year of transactions lives in its own dedicated worksheet, creating a permanent financial timeline that grows with you. Search across all years at once, or drill into specific periods for detailed analysis. Read more...

The Transaction Finder is more than a search tool - it's a personal financial audit system. Use it to identify spending patterns, resolve billing disputes with documentation, track subscription renewals, or simply confirm when and how payments were made.

Your All Transactions Dashboard provides a recent-activity view, automatically separating debits from credits and sorting by date. This makes it easy to spot missed payments, duplicate charges, or new merchants at a glance - all without digging through statements.

No bank offers this level of long-term search capability. Most financial institutions limit you to 90-180 days of online access, with no advanced filtering and poor search accuracy. LifeLedger Pro bridges that gap by giving you an offline, searchable ledger that preserves every detail for decades - all in Excel, entirely under your control.

Your complete financial history. Instantly searchable. Permanently preserved. Totally private.
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Pull exactly the transactions you need with powerful date range filtering. Whether you need last month's spending, this year's expenses for tax preparation, or a custom period for budget analysis, LifeLedger Pro delivers results instantly.

Quick Preset Filters get you to common reporting periods with one click:

• Last 30 Days - Recent spending snapshot
• Last 3 Months - Quarterly review
• This Year - Current tax year transactions
• Last Year - Complete prior year for tax filing
• All Time - Your entire financial history

Need a custom period? Simply enter your From and To dates. Want to see all transactions from January 1, 2022 through March 31, 2024? Done. Comparing Q2 2023 to Q2 2024? Enter the dates and click Search.

Results display instantly with automatic totals: Read more...

Total Credits - All deposits and income for the period
Total Debits - All withdrawals and expenses for the period
Net Amount - Your bottom line (Credits minus Debits)

Every transaction shows complete details: Date, Description, Merchant, Category, Amount, Account, and Balance. You see exactly what happened, when it happened, and how it affected your finances - no guesswork, no approximations.

This is the feature accountants love and banks don't offer. Most financial institutions make you download statements month by month, manually combine them, and calculate your own totals. LifeLedger Pro does all of that in seconds - and you control the exact date range every time.
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Once you have filtered your transactions to the exact period you need, export everything to professional CSV format with one click. You choose where to save it - Desktop, Documents, Downloads, or any folder you prefer.

The exported CSV file includes complete transaction headers and all data fields:

• Account Name - Bank account identifier
• Transaction Date - Date transaction occurred
• Posted Date - Date transaction cleared your account
• Description - Short transaction description
• Long Description - Detailed transaction information (if your bank includes it)
• Debit - Withdrawals and payments
• Credit - Deposits and income

This format works perfectly with tax software (TurboTax, H&R Block), accounting programs (QuickBooks, Xero), and Excel for custom analysis. Your accountant can import it directly into their systems without reformatting.

Perfect for: Read more...

Tax Preparation - Export your full tax year and hand it directly to your accountant or import into tax software. All deductible expenses, business transactions, and income documented in one clean file.

Budget Analysis - Compare spending month-to-month or year-over-year. Export different periods, import into Excel, and create custom reports showing exactly where your money goes.

Dispute Resolution - Pull transactions from a specific timeframe to document billing errors, unauthorized charges, or subscription issues. Present clean, professional records to your bank or credit card company.

Financial Planning - Export historical data to analyze trends, identify savings opportunities, and make informed decisions about your financial future.

Loan Applications - Provide documented income and expense history when applying for mortgages, car loans, or business financing.

The CSV export gives you total control. Your data, your format, your choice of where to save it. No proprietary file types. No vendor lock-in. No paying for export features. Just clean, professional financial records ready for any use.
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