Go to the top of the spreadsheet and hold the Shift button and then click the first amount in the column.Ĭlick Formulas at the top of the Excel window.Ĭlick AutoSum. (If you uncheck boxes it will allow you to filter out what you do not need.)Ĭlick the box directly below the last fee/ tax/ shipping amount to get the total amount of fees. If you click it there is a drop down with checked boxes. Click the number to highlight the entire row.Ĭlick Data at the top of the Excel window. Here's how to filter an Excel Spreadsheet:Ĭlick the row with all of the subjects ('Date', 'Time', 'Name', etc.). You can download a report of your transaction activity for up to the past 7 years into PDF, Quicken, QuickBooks, or as a CSV or TAB file. Select the monthly statement you're looking to download.Here's how to download your monthly statement: To view your running balance, select 'Balance affecting' under 'Transaction type.' Your running account balance is shown in the 'Balance' column When the report is ready, click Download.Click Customize report fields and select the fields you want to include in your report.
Select the transaction type, date range, and file format.Click Activity download under 'Reports.'.To view and download statements and reports on the web:
