How Can I Generate an Account Statement?

Generating an account statement on Bujeti is a simple process that allows you to review your financial transactions and monitor account activity. Whether you need to reconcile your records, share statements with stakeholders, or keep track of your spending, Bujeti offers an easy way to create and download detailed statements.

In this article, we’ll walk you through the steps to create and customize your bank statements on Bujeti.

Here's how to generate a bank statement from the Overview page:

Step 1: Log into your Bujeti Dashboard and go to the Overview page. 

Once you're on the relevant page, locate the Quick Actions button at the top of your screen. This button allows you to perform various tasks swiftly, such as generating statements, making payments, or viewing account details with just one click.

Step 3: Select Generate Statement.

After clicking on Quick Actions, a dropdown menu will appear. Select the Generate Statement option to proceed. You can choose to generate statements for each individual budget or for all your accounts, depending on what you need. This helps you keep track of your financial activities with ease.

Step 4: Define the details of the statement you want to generate.

• Select source: select All Accounts or a specific account, sub-account, or budget from which you want to generate the statements.
• Select transaction type: specify if you want to generate a statement for all transactions, only debits, or only credits.
• Start Date: specify the end date of the statement.
  
• End Date: specify the end date of the statement.

Step 5: Click on Submit.

Once you've selected the type of statement you'd like to generate, whether for a specific budget or all accounts, simply click the Submit button. This action will process your request, and your bank statement will be prepared and ready for download.

Step 6: Your Account Statement Has Been Successfully Generated.
Once the process is complete, a notification will confirm that your account statement has been successfully generated. You can now download or view the statement directly from the platform.

Step 7: Click on Download Statement .
To access your statement, simply click the Download Statement button. This will allow you to save the statement to your device in a format that suits your needs, ensuring you have a copy for your records or to share as needed.

Step 8: You can decide to download it as CSV, Excel, PDF, for Xero or for Quickbooks.

Here's how to generate a bank statement from the Accounts page:

Step 1: Go to Accounts.

Start by navigating to the Accounts section in your Bujeti dashboard. This area provides you with an overview of all your accounts, allowing you to manage them effectively and access important details related to each account.

Step 2: Click on the statement icon.

Next, locate the account for which you want to generate a statement. Click on the statement icon associated with that account. This action will prompt the system to prepare the account statement, giving you quick access to your transaction history and other relevant details for that specific account.

Step 3: Define the details of the statement you want to generate.

• Select transaction type: specify if you want to generate a statement for all transactions, only debits, or only credits.
• Start Date: specify the end date of the statement.
  
• End Date: specify the end date of the statement.

Once you've selected the type of statement you'd like to generate, whether for a specific budget or all accounts, simply click the Submit button. This action will process your request, and your bank statement will be prepared and ready for download.

Step 5: Your Account Statement Has Been Successfully Generated.
Once the process is complete, a notification will confirm that your account statement has been successfully generated. You can now download or view the statement directly from the platform.

Step 6: Click on Download Statement
To access your statement, simply click the Download Statement button. This will allow you to save the statement to your device in a format that suits your needs, ensuring you have a copy for your records or to share as needed.

In conclusion, generating an account statement on Bujeti is a straightforward process that enables you to keep track of your financial activities effortlessly. You can also find out how to view your account transactions here.