Account Reports Tab

Published on February 3, 2023

The Account Reports tab will help you review the history of your Account’s balances and activity.

Option Selectors [1]: These selectors will let you drill down into a specific time period and account for review.

Month Selector [2]: See transaction data for the selected month for the account selected above.

Account Reports Table [3]: This table will contain your transactions and activity for the selected account and month.

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