Download Transaction Statement (for homeloan or other applications)
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Kylie Pedler-Jones
There is no way to get a downloadable PDF statement of your Pearler Transactions currently. I have raised a support call and confirmed this.
This has recently been requested of me when applying for a home loan refi as my bank statements have money going to 'Pearler' and they want to have the corresponding transaction statement for this from Pearler (they already have my computershare and link market statements however they want the statements from Pearler to show where the withdrawals to pearler are going). I have had to provide them with a screenshot by screenshot view, and piece together these in word (then PDF them). This is what Pearler told me to do.
I've been told the bank won't accept these as there is no way to confirm in the screenshot whose account this is (no names, etc as you can see from the screenshot).
The ability to download a statement of transactions is important, and it would be great to be able to do this.
I'm a huge fan of Pearler so keep up the good work. Love what you're doing and thanks for providing us with a way to feedback to you guys :)
Hayden Smith
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Hi everyone, this is now possible by enabling transaction PDF on our https://pearler.com/experimental-features page. It can then be found on Settings > Reports.
Hayden Smith
in progress
There is a beta of this that is available on the reports page. To enable this feature please add it on our experimental features page: https://pearler.com/experimental-features
Daniel Ferreira-Loureiro
This is fantastic as well to upload to centrelink when updatibg income and assests!
Hayden Smith
planned
Rolf Axmann
Hi, official pdf export definitely will help. Extending this by allowing for csv export would also assist in other use cases.
Drew Keller
Can Also be needed for SMSF auditors
Hayden Smith
Hi all, thanks for this feedback - we'll be looking into this during August. We really appreciate your patience :)
Emma
Hayden Smith: That's great to hear!
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Kylie Pedler-Jones
Hayden Smith: thanks for the update that’s great news !!!!
Emma
Thanks for posting this. I'll be applying for a mortgage soon and now am worried about providing the same information to the bank.
Did it end up working OK for you?
@Pearler please add some kind of feature to download a PDF for this purpose.
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Kylie Pedler-Jones
Emma: in the end they accepted my other evidence (I think….. still in the process of refinancing). I sent through all my share registry statements but they still wanted the pearler transactions- I couldn’t provide them anything more than the screenshots and explained that. I haven’t heard anything since so I think they dropped it.
Emma
Kylie Pedler-Jones: Thanks for the update. Hopefully it all works out for you!