Create and View Account Reports

  1. Step 1

    Tap Menu at the bottom of the screen, scroll down to More, and select Account Reports.

  2. Step 2

    Tap the ellipsis in the upper right, then Create a New Report.  

  3. Step 3

    Fill in the required fields, including a date range and the accounts and transaction types you’d like to view, and select Save Report.

  4. Step 4

    To view a report, tap View to the right of your created report. To edit a report, tap your report name and make the necessary edits.