How To: Screen Capture Month-to-Date Transaction History

Are you in need of financial assistance and seeking to provide your month-to-date transaction history to a lender? In this comprehensive guide, we’ll walk you through the process of taking a screenshot, ensuring your financial records are crystal clear for lenders’ evaluation. Let’s dive right in!

1. Understanding the Importance

Before we delve into the technicalities, it’s crucial to comprehend why providing month-to-date transaction history to a lender is vital. Lenders rely on this information to assess your financial stability, track your income, and gauge your ability to repay the loan. It plays a pivotal role in the lending decision-making process.

2. Preparing Your Transactions

To begin, ensure all your financial transactions for the current month are accurately recorded. This includes income, expenses, and any other financial activities that may be relevant to the lender. Keeping your records organized is key to a successful application.

3. Choosing the Right Device

Now, let’s get to the practical aspect of capturing the screenshot. You’ll need a device with the capability to take screenshots. Most smartphones, tablets, and computers have this feature. Select the device you’re most comfortable with, as the process will vary slightly depending on your choice.

4. The Screenshot Process

On a Computer:

  • If you’re using a Windows PC, press the “PrtScn” or “Print Screen” button on your keyboard. This captures the entire screen.
  • For Mac users, press “Command + Shift + 3” to capture the entire screen, or “Command + Shift + 4” to select a specific area.

On a Smartphone or Tablet:

  • On Android devices, simultaneously press the “Volume Down” and “Power” buttons.
  • For iPhone or iPad users, press the “Home” and “Power” buttons simultaneously.

5. Editing and Saving

After taking the screenshot, you may want to edit it to highlight the relevant information. You can use built-in editing tools on your device or third-party apps for more advanced edits. Ensure that the essential transaction details are clear and easy to read.

Save the edited screenshot in a location where you can easily access it when required. Organizing your files will make the submission process smoother.

6. Submission to the Lender

Now that you have your business month-to-date transaction history captured and ready, you can submit it to the lender. Most lenders accept digital copies via email or their online application portal. Be sure to follow their specific instructions to ensure a hassle-free submission. 


In conclusion, providing month-to-date transaction history to a lender is a crucial step in securing financial assistance. By mastering the art of taking a screenshot and organizing your financial records, you can streamline the application process and increase your chances of approval. Remember, clarity and accuracy are key when presenting your financial information to potential lenders. Good luck with your financial endeavors!