Keybank took away our existing tracking and budgeting program, which was excellent. They replaced it with HelloWallet, which is not. HW does not create reports that are helpful at tax time--that is, it won't create reports with subtotals by category, or even any totals, when you download transactions. You have do all that manually in Excel. And what a manual task it is! First, HW won't download the dates you search for (even though it says it will, right there on the search bar), instead it downloads ALL dates since you began with HW, no matter what. Second, it won't consistently cough up a category, say, "groceries." Sometimes it says there are "no transactions for that time period," (or words to that effect) even though "groceries" is all over the place on one's account. So, your only option if you want to see tax related expenses in a report, is to either download every single transactions and then delete the ones for the period or the categories you don't want, and then sort alphabetically by category, then insert a row between the list for each category so that you can manually insert a formula. (!)
OR, you can just keep entering search terms, such as "rental income," "rental repairs," and each separate category of your business expenses. Then insert the rows, formulas, etc.
IN other words, this can take hours. The old program took a few minutes to select the right categories, hit enter, and there's your report.
I fault KeyBank for trashing an excellent product and replacing it with a lousy project; I fault HelloWallet for touting a product that is so limited, as being "all you need" for your financial planning and budgeting.
If it doesn't help you at tax time, it's not "all you need." If i could give HW zero stars, I would.