Need a hand?

Just pop your question below to get an answer.

How can I get a statement of balances?

A statement of balances is a document showing available funds in your account on a specific date. You can download your statement of balances as a PDF:

  1. Go to Settings (click on your name at the top left corner of the screen)
  2. Open Account & documentsStatementsStatement of balances
  3. Select a date
  4. Hit Generate to get a file or share the statement via email (if you do this, we highly recommend protecting your document with a password)

Documents are downloaded in the language your web app or mobile device is currently set to. To change the language on the web app, go to SettingsApp settingsLanguage → pick a language from the list. Mobile app language can be changed in your device settings.

What if I can't get a statement?

You need permissions to manage accounts to download statements. Ask your account owner or admin to grant you access.