Reports

A report summarises your account activity within a specified timeframe and returns that information to you. Equals Money supports three types of report:

Transaction activity report — A detailed list of all transactions (CSV)
Statement — A summary of balances and completed transactions (CSV or PDF)
Payment confirmation — A proof-of-payment document for a single payment (PDF)

Transaction activity reports and statements are generated asynchronously and emailed to you. Payment confirmations are downloaded immediately.

About reports & statements

Learn about the differences between transaction activity reports and statements.

Generate reports

Download transaction data in JSON, CSV, or PDF format.

Tutorial

Follow our step-by-step tutorial to try different features.