To make budgeting easier, our Spending Report within Online Banking tracks where your money is going each month. Your spending is automatically categorized for you; however, you also have the option to change categories at any time.
Your monthly spending is displayed in a colorful chart on the Main Summary Page and can be viewed anytime you are in Online Banking. For a more in-depth view of your spending in certain areas, simply click on a category. Change accounts at any time, pull a report for a specific time period, and more–all from the Main Summary Page.
In addition to the new spending chart, you can access spending and income reports1. This information can be downloaded and used in preparing your taxes2 or with Quicken® and QuickBooks®.
Click here to view frequently asked questions about Spending Reports.