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Spending Report FAQ

 


girl with green scarfQ. Can I change the category on a transaction listed in my Spending Report?

A. Yes. If at any time, you want to change the category on a transaction, simply follow the steps below:

  1. Click on an account and then the Account Activity tab.
  2. Click on All Transactions.  This will open a new window.
  3. Click the pencil icon next to the category you wish to change.
  4. Select a new category from the drop down menu.
  5. Click the Save icon.

Q. Why do some of my transactions show as uncategorized?

A. If a business has not been previously set up in our system, it will show as uncategorized. You may request that a business be added by contacting your Personal Banker.

Q. Why can't I see my Spending Report activity for dates prior to February 1, 2011?

A. Spending Reports are a new feature added in 2011. Transaction history is available as of February 1, 2011 and beyond.

Q. How do I access my Spending and Income Reports?

  1. Click on an account and then the Account Activity tab.
  2. Click on All Transactions.  This will open a new window.
  3. Select criteria from the drop-down boxes and click Report.

Q. How can I use these reports to help prepare my taxes?

A. Spending and Income reports allow you to easily pull tax-related categories and export them. These reports can be used to show how much was spent in each category. For example, you can view or export all medical transactions into one report.

Q. How do I download my transactions with categories?

  1. Click on an account and then the Account Activity tab.
  2. Click on All Transactions.  This will open a new window.
  3. Select criteria from the drop-down boxes and click Activity Details.
  4. Select the transactions you want to include and click Export.
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