I’m downloading statements for previous tax year and calendar year in CSV and PDF formats. If no mistakes are made, this requires amending the date six times for just one account. I have more than one account and have selected the wrong dates a few times.
Please add previous tax year and previous calendar year to the predefined statement dates under “Custom Statements” or under new section titled “Annual Statements”, maybe also for the Previous Quarter as well to help people downloading statements versions for MTD.
