Account Transactions

Clicking on the ‘Transactions’ link of a given investment or income/expenditure category will bring you to a screen that lists the transactional activity that has happened since the beginning of the Connexional year in September. For cash investments, the ‘units’ column will show zero. Selecting an unit based investment would also show the movement in units with each transaction.

Click on the ‘Download’ button if you wish to download this information in .csv format (for Excel or similar programs) or the ‘print’ button if you wish to print it out.