FAQs on Bill Payment Reports
How does the reports feature work?
The reports feature allows you to do a variety of tasks quickly, such as analyzing spending habits and researching payment dates. In addition, you can download report data into most popular personal finance programs including Microsoft Excel®. To create a report, from 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 Microsoft 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.