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Reports

How does the Reports feature work?

Can I download report data into my personal finance software?

Can I print a copy of a report?



Reports

How does the Reports feature work?

The Reports feature allows you to do a variety of tasks quickly, such as retrieving filed bills, analyzing spending habits and researching payment dates. In addition, you can download report data into most popular personal finance programs, including Quicken, MS Money, and Excel. To create a report, click the Customize a report link under the Reports main navigation button. Then select the criteria for your report, including the timeframe, payees to include and how to sort the results. Finally, click Generate Report to view the results.Back-to-top icon

Can I download report data into my personal finance software?

Yes. The information you download is compatible with many of the leading personal finance programs, including Quicken, Microsoft Money, and Excel. To download a report into any of these programs, select the program you want to download into and then click Download.

After the download is complete, use your personal finance software to open and manipulate the data you've downloaded. Back-to-top icon

Can I print a copy of a report?

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

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