How do I get reports on my financial activity?

You can see different types of graphs and reports by selecting Trends at the top of This isn’t available in the app. 

Start by selecting one of the data options on the left including Spending, Income, Debts, and more. You can then customize your report according to merchant, date, account, and more.

Graphs to try in the left sidebar menu will suggest a place to start.

You can select Export to CSV at the bottom of the page to download the data to an Excel spreadsheet.