How do I view and download statements and reports?

To view your running balance on the web, run an Activity Report:

  1. Go to Activity.
  2. Click the Download icon .
  3. Click See more reports.
  4. Click Activities and then Activity Report.
    Note: Click Activity download if in Classic View.
  5. Choose "Balance affecting" under Transaction type, then your desired date range and file format.
  6. Click Create Report
  7. When the report is ready, click Download.

To view and download your monthly statements on the web:

  1. Go to Activity.
  2. Click the Download icon .
  3. Click All Transactions
  4. Click the Download icon next to the month you're looking for.

You can download a report of your transaction activity for up to the past 7 years into PDF, Quicken, QuickBooks, or as a CSV or TAB file.

Here's how to filter an Excel Spreadsheet:

  1. Click the row with all of the subjects ("Date", "Time", "Name", etc.). Click the number to highlight the entire row.
  2. Click Data at the top of the Excel window.
  3. Click Filter, under "Data".
  4. There is an arrow on each row. If you click it there is a drop down with checked boxes. (If you uncheck boxes it will allow you to filter out what you do not need.)
  5. Click the box directly below the last fee/ tax/ shipping amount to get the total amount of fees.
  6. Go to the top of the spreadsheet and hold the Shift button and then click the first amount in the column.
  7. Click Formulas at the top of the Excel window.
  8. Click AutoSum. All of the columns will be added together and show the total amount in the box under the last fee amount.