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
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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.
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Review expenses by category
Evaluate your expenses by category, in easy-to-read charts.
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Insights for business
Evaluate business and employee expenses.
Download your summary
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Step 1
Log in - Sign into your account and download a summary of your annual spending and expenses to your account.
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Step 2
In the main navigation click, “Services.”
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Step 3
Select “Annual Account Summary” from the list of options under “Information.”