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In this tutorial, Andrew Goligos, a loan officer at New American Funding, explains how to print a transaction history as a PDF document. He begins by instructing viewers to access their online banking website, demonstrating with a credit union account. He notes that the account shown is inactive, but emphasizes that users should look for their current and available balances along with the transaction history. Andrew advises viewers to navigate to the transaction section and filter it to the specific time period requested by their loan officer, like the most recent month. The tutorial provides step-by-step guidance for customizing the date range for the printout.
