Reports

How does the report feature work?

Can I print a copy of a report?

Why would I create a report?

Reports

How does the report feature work?

The reports feature allows you to do a variety of tasks quickly, such as analyzing spending habits and researching payment dates. In addition, you can download report data into most popular personal finance programs, including Quicken®, Microsoft® Money, and Excel®. To create a report, from the your navigation links click Customize a report. Then select the criteria for your report, including the timeframe, payees to include and how to sort the results. Finally, click Generate Report.    Back to top

Can I print a copy of a report?

To print a copy of any report, from your browser's File menu, select Print.   Back to top

Why would I create a report?

Reports help you track completed transactions for an account. They can be used to view a specific type of transaction, transactions for a specific date range, or a specific category of transactions. For example, you may need to create a report listing all expenses for budget planning purposes.    Back to top

Note: It is possible that the online help describes features that we do not support or that are not available to all of our customers. If you still have questions, please contact Customer Support.