Transactions for all Accounts

Accessible under the Transactions menu.

Generates a listing of all transactions for all accounts, allowing you to print the whole listing together, rather than individual pages.

You can nominate 'from' and 'to' dates covering the period you require.

Note: If you have many accounts with Heritage, it would be a good idea to limit this date range as retrieving large numbers of transactions for many accounts may take a while to load.

When you have selected your date range, click on 'Search', and a consolidated listing of transactions for all your accounts will be generated. You may print this listing if you wish by clicking on Print at the bottom of the page.