Imported statement reports with Excel and PDF export
Reporting · P&L & financial reports
See exactly what you have imported. Choose a financial year, or all time, and review each statement with its bank, dates, net movement and totals in and out, plus how many transactions it holds. Then export the list to Excel or PDF.
What you can do
- Choose a financial year or all time, and narrow to a month
- See account holder, bank, dates, net, money in and out and line count for each statement
- Open a statement to look at its transactions
- Export the list to Excel or PDF
- Use it to check nothing has been missed before you report
Who it's for
Available to business accounts. Sole traders · Limited companies · Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Reports is part of your plan. See pricing.
Related features
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