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Reports
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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, 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.
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.
Can I print a copy of a report?
To print a hard copy of any report, from your browser's File menu, select Print.
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