Annual Financial Summary (Report) for a private (not business) account

SubMeNow
Contributor
Contributor

I need to download Annual Financial Report for 2014. It was available at "PayPal classic" in the last year but after switching to a new UI it has magically disappeared. Right now PayPal offers to download:

1. Monthly statements for the last 8 months - this is not what I need
2. Transaction history - this is not what I need
3. 1099 K form - I got it, but this is not what I need

I need an annual financial report which gives a summary of account activity for 1 year period. I found this on official PayPal forum but it doesn't work on a new UI:

https://www.paypal-community.com/t5/Adding-and-withdrawing-money/Annual-Financial-Report/td-p/756347...

"To find an annual financial report on non-business account on paypal you need to go to ACTIVITIES, on the right top you'll see STATEMENTS, choose REPORTING CENTER (there's no Reporting Center right now), there you'll see choice of various reports, choose ANNUAL FINANCIAL SUMMARY."

Please assist me how to get access to annual financial summary from a non-business account. It's a very important question and I'm surprised it doesn't have an appropriate answer at the forum

Login to Me Too
6 REPLIES 6

fairskinned
New Community Member

I have been looking for this too, apparently the only way to get information from early 2014 is from transaction history. I think Paypal should make all of last year's statements available for download as before. and I also prefer the old UI greatly. The new one is extremely dumbed down and gives less info.

Login to Me Too

marilynf53
Contributor
Contributor

Go to your paypal page and select activity. 

On the right side (above your latest transaction) select STATEMENT.

Then select REPORTING CENTER.

On that page you Summary reports.    Select Annual Financial Summary.

Login to Me Too

BATTY1
New Community Member

Thank you - just what we are all looking for

Login to Me Too

Minmi
New Community Member

I have downloaded it as an excel file using the old paypal. In the first page as you log in on the right above the blue line click on the option "view all my transactions". Then "download CSV" and then on "comma delimited".

Login to Me Too

LylaTovMonsters
New Community Member

How do you use the "old Paypal"? I can't find a way to download the entire transaction history for 2015 at once. I have to do it one month at a time, which is annoying.

Login to Me Too

LylaTovMonsters
New Community Member

I actually just called PayPal to figure this out. Probably took more time to do that then just download 31 days at a time, but in case anyone else is searching for this, here's what you do:

 

In the new interface

Go to Activity.

On the far right, above the "Amount" column, click the "Download" link.

 

That will take you to the Download History page that allows you to download longer transaction histories from the old interface.

 

I hope this helps!

 

Login to Me Too

Haven't Found your Answer?

It happens. Hit the "Login to Ask the community" button to create a question for the PayPal community.