Reports allows you to gather specific account data and place it into a report you can view, print or export. The report template can be saved and reused again and again. This function allows you to track the information that is important to you, helping you to stay on top of all your financial goals.

| Select Create Reports from the Balance Reporting menu to begin.

Select a previously saved report to run, or click New to create a new report.

Select the accounts to include in the report.

Select the type of transactions to include.

If this is a new report, give the report a name and click Add to save. If this is a saved report, click Update. The report will now appear in a secondary window where you can print the data or export to your computer.