How does the reports feature work?

Can I download report data into my personal finance software?

Can I print a copy of a report?

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, 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 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

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

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.