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 Reports link on the Helpful Resources […]

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 […]