Knowledge Base

Guides, tips, and answers to help make every step of your mortgage journey smoother — from getting started to managing your loan with confidence.

How to Download Your Venmo Transaction History

If you use Venmo regularly and need a record of your past transactions—for example, for budgeting, tax prep, or mortgage documentation—you can download your transaction history directly from the Venmo app or website. While this is not a traditional bank statement, it’s a detailed log of your payments, receipts, and transfers made through Venmo. Here’s...

How to Get a Venmo Statement

If you use Venmo for payments or transfers and need a record of your transactions — for a mortgage application, personal budgeting, or tax preparation — you can download a statement directly from the Venmo website. Note: Statements are not available in the Venmo app. 🌐 Accessing Venmo Statements Online 1. Log In on venmo.com...

Bank Statements vs. Transaction History: What’s the Difference, and Why It Matters for Your Mortgage

When applying for a mortgage, you may be asked to provide documents showing your banking activity. But not all financial records are created equal. Two commonly confused documents are bank statements and transaction history printouts. While both show what’s happening in your account, they serve very different purposes. This guide breaks down the key differences,...

How to Download Your Chase Transaction History

If you need a detailed list of your account activity (separate from your official bank statements), Chase makes it easy to download your transaction history in a spreadsheet format or PDF. This can be especially helpful if you’re reviewing finances for a mortgage application, budgeting, or reconciling past payments. 💻 How to Download Transaction History...

How to Get a Chase Bank Statement

Whether you’re preparing to apply for a mortgage, refinance, or simply keeping your records in order, accessing your Chase bank statements online is quick and convenient. Here’s how to do it through both the Chase website and the Chase Mobile® app. 💻 Accessing Chase Statements on Chase.com 1. Log In Visit chase.com and sign in...

How to Download Your Bank of America Transaction History

If you need a detailed record of your Bank of America transactions (different from an official bank statement), you can easily download your transaction history online. This is helpful for budgeting, financial reviews, or mortgage documentation. 💻 Downloading Transaction History from Bank of America Online 1. Access Online Banking Log in to your Bank of...