Reporting tutorial
Follow this step-by-step tutorial to try out the different report-related features.
Before starting, make sure you have your API key and account ID. For step 2 (statements), you'll need a person-level API key, available to customers using Equals Money apps. For step 3, you'll need a paymentId from a completed payment. See About reports & statements for details.
1
Download a transaction activity CSV
Get a list of balances and all transactions, in CSV format.
2
Download a statement
Get a list of balances and completed transactions, in CSV or PDF format.
3
Download a payment confirmation
Get a confirmation of a payment, in PDF format.
Checklist
Review the tests you need to complete before you're ready to go live.