eSpending Reports from United Community

Start organizing your finances with eSpending Reports.

What features does eSpending Reports offer?

  • Keep track of transactions by category, like gas or groceries.
  • Categorization of most transactions is automatic.
  • Expanded expense and income categories.
  • Analyze your spending with easy-to-read pie charts along with category totals.
  • No special financial management software is needed.

How to use eSpending Reports?

  1. Log into Online Banking.
  2. Choose the account you would like to view transactions for.
  3. Select the Categorize tab.
  4. In the Transactions section, click the Change icon beside the transaction.
  5. Type in your personalized description in the Description column.
  6. Select the expand arrow in the Category column to choose an Expense or Income category to assign to the transaction.
  7. Click the Save icon to save your changes.

How to view an eSpending Report?

  1. Select the Categorize tab. In the Transaction Activity section, select the date for your report.
  2. Select "View Transactions" to get a listing of your transactions with your assigned categories.
  3. Select "Report" to get Expense and Income Report pie charts with category totals.