Statement

Customers should be able to keep track of transactions taking place in their accounts. The Account Statement feature enables customers to view the details of all transactions performed in their accounts. All the debit and credit entries along with each transaction amount and reference details are displayed along with the opening and closing balances for the selected period.

Filters are provided for the customer to view transactions performed on the account within a certain period and also based on type of transaction i.e whether the transaction was a debit, credit or both.

Additionally, customers can also download the account statement, subscribe for e-statements and also request for adhoc statements, from this page.

You are here How to reach here:

Dashboard > Current and Savings > My Account page > Overview > Mini Statement > More Details > Statement

To view the statement:

ClosedField Description

Field Name

Description

Customer Name

Name of the primary account holder.

Account Number

The customer can select the current or savings account number for which to view the account statement.

Opening Balance

Opening balance of the account for the selected period.

Closing Balance

Closing balance of the account for the selected period.

Filters/ Sort by

Filter 1

Option to view transactions within the specific period.

The options are:

  • Current Period
  • Previous Month
  • Previous Quarter
  • Select Date range

From

Option to view transactions for the selected start date of the date range.

This field appears if you select the Date Range option from the first filter.

To

Option to view transactions for the selected end date of the date range.

This field appears if you select the Date Range option from the first filter.

Filter 2

Option to view the transactions based on transaction type whether debit, credit or both.

The options are:

  • All
  • Debits only
  • Credits only

Account Statement Records

Date

Date on which the activity took place.

Description

Description of the transaction. For example - Interest charged, repayment etc.

Reference Number

Reference number of the transaction.

Amount

Transaction amount along with the debit or credit indicator.

Balance

Running balance in your account.
  1. From the Account Number list, select the account number for which to view account statement.
  2. From the Filter 1 select the period for which to view the account statement.
  3. If, Select Date Range has been selected in Filter 1, specify the start date in the From date list and specify the end date in the To date list.
  4. From Filter 2, select the transaction type of which to view statement i.e. debit only, credit only or all.
  5. To subscribe for e-statement, click e-Statement.
    OR
    To request for adhoc statements, click Adhoc Statement.
    OR
    To download the statement in pdf format, click Download

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