Annual Account Summary

Review your yearly spending and plan ahead with this clear picture of your spending pattern for year-to-date purchases and the prior two years.

Why review your spending

  • Download your summary

    Review and download a PDF of a summary of your annual spending and expenses. Data is loaded on a monthly basis, available by the fifth business day of the month.

  • Review expenses by category

    Evaluate your expenses by category, in easy-to-read charts.

  • Insights for business

    Evaluate business and employee expenses.

Download your summary

  1. Step 1

    Log in - Sign into your account and download a summary of your annual spending and expenses to your account.

  2. Step 2

    In the main navigation click, “Services.”

  3. Step 3

    Select “Annual Account Summary” from the list of options under “Information.”

Ready to get started?

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