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Reports and Monthly PDF Statements

See where the month went, compare with last month, and export the month as a PDF.

Open Reports from Quick Actions or the More tab.

Reports with Net Savings and category charts

Net Savings is what was left this month, compared with the month before. The Income, Expense and Invested tabs each break it down by category. The filter icon sets the period, type and categories.

Export a PDF

At the bottom, tap Export Report as PDF to download the month.

Export Report as PDF

Tip: For one account or card, use its Statement on its own page.

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