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