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The Bank Statements page gives you a timeline view of all your statements - both auto-synced from Plaid and manually imported.

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What you can do

  • Select an account to view its statements
  • Browse by month/year - see statements organized chronologically
  • View statement details - see the transactions within each statement
  • Check reconciliation status - see if a statement has been reconciled
  • Download any statement for your records
Each statement shows the institution logo, date range, and balance information.
Use this page as your reference when your accountant asks for bank statements during tax prep — everything is organized and downloadable in one place.