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How can I get a statement of transactions?

You can download a statement for transactions of any type, status, time period, and more. To download your transactions:

  1. Go to Settings by clicking on your account name on the top-left corner of the screen
  2. Open Account & documentsStatementsTransaction statements
  3. Apply or remove filters
  4. Click the download button at the top of the screen to download a statement
  5. You can choose to download statements as PDF or CSV files
  6. You also have an option to share the statement via email (if you do this, we highly recommend protecting your document with a password)

You can also download statements from your Dashboard:

  1. Go to your Dashboard tab
  2. Click the three dots (...) button 
  3. Select Statements → Transaction statements

Statements 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.