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

Step 1

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

Step 2

In the main navigation click, “Services.”

Step 3

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