thread Re: Year end report for loans in Banking With Square

Year end report for loans

dawgroomz — Sat, 20 Sep 2025 12:26:09 GMT

Is there a year-end report for the loans? From what I can tell there isn't. Am I missing something?

Re: Year end report for loans

Summer2024 — Tue, 23 Jan 2024 13:54:13 GMT

Hi there @dawgroomz 👋😀

You are able to view all loan payments for any given year from the Loans tab of your Square Dashboard Just click the date-selector tool in the top-left corner to choose the date range you’d like to view.

In order to download your payment history,

From the Balance tab of Square Dashboard, click the date-selector tool in the top-left corner to choose the date range you’d like to view.
Click Export > Spreadsheet in the top-right corner of the page.

You can also check out this article here regarding reports with Square Loans.

I hope this helps!

Re: Year end report for loans

cgu — Mon, 19 Feb 2024 13:51:50 GMT

I do not see the date selector in the top left corner

Re: Year end report for loans

Candlestore — Mon, 19 Feb 2024 15:19:58 GMT

@cgu ;

I went to my Square Dashboard, then on the left side chose Loans. then I clicked on my Original Loan amount and just chose Download. There is No date selector this way but you get all transactions from the start of the loan. Going through Balance Transfers you have a huge mess to clean up and filter out all other deposits and Square Fees. If you go through Loans, You have just the Loan Deposit and Payments that can be filtered in a Spread sheet by date.