Expense & Income Reports

Accounts Home

The Accounts landing page will display general account information

This page will provide account balances, reminders and new offers and products.

Let’s review Expense and Income Reports to learn how to:

▪  Track spending and income activities for all PNC business checking accounts.

▪  View spending by category, month over month.

▪  Monitor employee spending through their business checking expenses.

▪  Track and export your business checking transactions for business purposes an financial planning.

Select the Business Checking Account to continue.

Quick View

Quick View provides a summarized views of various cash flow tools and transaction activity

This tutorial shows how to access Expense and Income Reports from Cash Flow Tools, but it can also be accessed from Quick View.

 

Select Cash Flow Tools to continue.

Cash Flow Tools

Access Expense and Income Reports from Cash Flow Tools

 

 

Select Expense And Income Reports to continue.

Expense And Income Reports

View monthly expenses by category

This page displays expenses by business category for the selected month. Categories can be selected to view the income breakdown by subcategory.

View, search for and edit categories for individual transactions in the table, in addition to filtering, sorting and exporting the transactions for business purposes and financial planning.

 

Select Last 12 Months to continue.

Expense And Income Reports

View Expenses over the last 12 months

This page displays expenses from the last 12 months, by category. Categories can be selected to view the income breakdown by subcategory over the last 12 months.

 

Select Income to continue to income reports.

Expense And Income Reports

View monthly income by category

This page displays income by business category for the selected month. Categories can be selected to view the income breakdown by subcategory.

 

Select Last 12 Months to continue.

Expense And Income Reports

View income over the last 12 months

This page displays income from the last 12 months, by category. Categories can be selected to view the income breakdown by subcategory over the last 12 months.

 

Select Edit to continue.

Expense And Income Reports

New Transaction Category and Subcategory

Edits can be made by selecting a category and then the subcategory.

 

Select Save to continue.

Expense And Income Reports

Transaction category has been updated

That’s it – A confirmation banner will appear and the transaction will be highlighted.

 

Select Account to return to the Accounts home page.

 

This is a presentation of PNC’s new Online Banking.  Any actions you take within this sample account will not impact your account.