Get Your Account Statement

Written by Paytali Support

You can request an account statement for a specific timeframe on your Paytali app as a PDF document or an Excel spreadsheet and we'll send it to the email address linked to your Paytali account.

Instructional step visual

To get an account statement:


1. Open Paytali.

2. Tap your profile picture in the top-left corner of your dashboard.

3. Tap Statements & Reports.

4. Set a timeframe for your account statement and choose your preferred format - a PDF or an Excel spreadsheet.

5. Tap Get then check the email address linked to your Paytali account for your statement.

Need a signed statement for your account or savings pockets? You can get one in seconds and share it easily for official use. Here’s how to do this.

  • Open Paytali.
  • Tap your profile picture in the top-left corner of your dashboard.
  • Select Statements & Reports
  • Choose what you want the statement for and how you’d like to receive it
  • You can select your Spend Account only, Saving Pocket Only or both.
  • Enter a Start and End Date for your statement request
  • Choose the Format (PDF or Excel) you’ll like to receive it.
  • Add an Additional Email Address, if you’d like us to send your statement to someone.
  • Select Get at the bottom of the screen.

We’ll deliver your signed statement right away!

Did this guide resolve your issue?