Spend Analysis

The easy way to monitor your Edward Jones Mastercard® spending

Now there’s a more convenient way to view and monitor your Edward Jones Mastercard® spending history. With the online spend analysis, you can download a year-to-date summary for the current year, or an annual account summary for the two previous calendar years.

Monitor Spending

Review reports by month, quarter and year to identify trends and unusual activity. Data is loaded on a monthly basis, available by the fifth business day of the month.

Select Your Spending View

Review up to 36 months of reports and view total spending by category.

Insights for Business

Businesses can use this tool to track expenses and employee spending.

See trends in your spending and make informed expense decisions

Spend Analysis allows you to:

  • Review card spending on a monthly, quarterly, annual, or year to date basis
  • View spending by Total Spending, Average Ticket, Merchant, and more
  • Customize reports to meet your needs, with up to 36 months of data available as PDF, Excel, HTML or CSV files
  • Try Spend Analysis today!

Log in to your account and find Spend Analysis reporting on the Services page.

Spend Analysis Reporting FAQs

Account Alerts

Looking to stay on top of your credit card spending? Sign up to receive alerts for when a payment is due, transaction notifications and more!

Log in to your account and visit the Alerts page.