View Statement
Statement plays an important role for customers to manage and control an account. Similar to any regular saving account, wallets supports activity statements for wallets as well. This Wallet statement shows all the accounting entries that affect the wallet balance. A brief summary of last few transactions can be viewed on the wallet dashboard.
However, there is also an option to view complete statement for the wallet. All transactions performed from wallet are shown in chronological order.
User can use the below filters to narrow the search the result.
- Transaction period
- Current Month
- Previous Month
- Previous Quarter
- Date Range
- Transaction type
- Debits Only
- Credit Only
- All
User also has sort option to sort the result on the basis of transaction date.
How to reach here:
Toggle menu > Accounts > Current & Savings > View Statement
OR
Dashboard > My Account Widget > Current & Savings > Savings Account > More options > View Statement
To view the wallet account statement:
- From the View Options list, select the appropriate transaction period and transaction type.
- From the Transaction Period list, select the appropriate period.
- From the Transaction Type list, select the appropriate option.
- Click
OR
Click to clear the details entered.
to generate statement based on criteria.
Field Name |
Description |
---|---|
Account Number |
Displays 'Wallet' as account number for which the statement to be requested. |
Filter section |
|
View Options |
Filters to view the transactions of a specific period. The options are:
|
Date From - Date To |
The date range to view the transactions of a selected period. This field appears if you select Date Range from the View Options filter. |
|
Filters to view the transactions based on description. The options are:
|
Results |
|
Opening Balance |
Opening balance in the wallet account. |
Closing Balance |
Closing balance in the wallet account. |
Download |
Click to download the statement. |
Date |
Date on which the wallet activity was performed. |
Description |
Short description of the transaction. |
Reference Number |
Reference number for the transaction. |
Amount |
Transaction amount along with the debit or credit indicator. |
Balance |
The swallet balance along with the currency. The Balance column appears only if the option All has been selected as a filter criteria in View Options field. |
- Click to download the statement in .csv,.pdf, MT940,.qlf,and .ofx format.
E-statements
A customer might wish to receive regular e-statements at his email address instead of physical copies. In this case, the customer can select the option to subscribe for an e-statement. Once a request for an e-statement is made, the customer will begin to receive regular statements at his email address maintained with the bank.
To subscribe / unsubscribe to e-statements:
- Click the E-Statements tab for subscribe to e-statements.
- The Pop-up Message appears. (Subscribe to E-Statement You will receive monthly statements for your account <Number in masked format> by email at <User’s email address>) in masked format.
- Click to opt to receive monthly statements on your registered email address.
- The success message of request submission appears. Click OK to complete the transaction.
- If the user has already subscribed for e-statements, the pop up message contains a message stating that the user is subscribed to receive e-statements. The option to unsubscribe for e-statements is provided.
- Click to opt out of receiving monthly statements on your registered email address.
- The success message of request submission appears. Click to complete the transaction.
- Click to Unsubscribe.
- The success message of request submission appears.
Click on the Back to Dashboard link to go back to the Dashboard screen.
OR
Click to go to Account Details screen.
Pre-generated Statement
To download pre-generated statements:
- Click
The Pre-generated Statement screen appears.
to download a pre-generated statement.
Field Name |
Description |
---|---|
Select a period to download your pre-generated statements |
|
Period |
|
Year |
The year for which the statement is required. |
Month |
The month for which the statement is required. |
- From the Period list, select the desired year and month for which pre-generated statement is to be required.
- Click to search amongst the pre-generated statements for the selected period.
- Click on Download link against any record (.pdf ) download the statement.in password protected pdf format.
FAQs
Will my e-Statement look the same as my paper statement?