How do I create a report?

Select the account you wish to create a report for. Next, select the magnifying glass to search for specific transaction(s) by category or keyword, or select the filter to search by date, amount, etc.

Once you have the results you're looking for, if using the mobile app, select the "3-dot" menu and Export transactions. If using the website, select the cloud icon.

Select the file type and download.