John Marshall Bank Consumer Online Banking

Accounts: Create a Banking Report

1 From the drop-down menu, specify the account. 2 Next, select the oldest date ( From ) and the newest date ( To ) for the report. You may utilize the convenient calendar feature for added ease. 3 From the drop-down menu, select the type of transactions you want to include. 4 Decide which categories to include in the report. To select categories by type and tax status, select the button next to this option. 5 Select the category type by selecting the corresponding checkbox. 6 From the drop-down menu, select the tax status. 7 To select categories by name, select the button next to this option.

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