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 panel. Once in the Reports window, click “Create a new report.” Then select the criteria for your report, including the timeframe, payees to include and how to sort the results. Finally, click “Generate Report.”
