Paypal Users: payment history for accounting purposes?

[VMan]

Does anyone know if there is a way to have Paypal show you how much you took in, how much you spent, and what your fees were for any given month? I mean a simple report that shows you what your total numbers were per month without having to go through and add up each transaction by hand.

 

[gdl203]

I think you can download history and open in Excel. Then, you can do whatever you want in Excel with the data - sum, averages, etc...

 

[robin]

If you have a business account you should have access to financial reports at this URL: https://business.paypal.com/mfportal/

The Financial Statement and Daily Sales Report will crunch your numbers quite nicely.

 

[VMan]

Thanks for the replies.

GDL, thats what I ended up doing for now, opening the downloads in Excel and then cutting out what I didn't need, summing up the numbers, etc.

Robin, I found the Reports section but when I try to open a report the page is blank (still has the Paypal header, etc, just no information).

 

[gdl203]

Originally Posted by VMan

GDL, thats what I ended up doing for now, opening the downloads in Excel and then cutting out what I didn't need, summing up the numbers, etc.
You can customize the fields for download so you only get the stuff you need. You can also use Excel's "subtotals" function which is a very easy way to organize data the way you want to see it (e.g. subtotals per month, or per customer, etc...)

 

[VMan]

NM, now it's loading for some reason. Thanks for the help.