Statements give you a summary of all transactions for a Spend Account over a given period. Here’s what you need to know.
1. Monthly vs Custom statements
Budgetly offers two statement types. Monthly statements are generated automatically; custom statements let you filter by date, user, and budget.
| Monthly | Custom | |
|---|---|---|
| Period | Calendar month | Any date range you choose |
| Available | 1st of each month | On demand |
| Filters | None — full month | Date, User, Budget |
Read the full guide: How to download statements.
2. Only settled transactions appear
Statements only include settled transactions. If a purchase is still pending on the last day of the month, it will appear on the next month’s statement instead.
Tip: Missing a transaction from a statement? It was likely still pending at month end. Check the next month’s statement.
3. Three account types
When you open Statements, you choose which account to view:
| Account | What it contains |
|---|---|
| Spend account | Your current active account — all card transactions |
| Bills account | Historical bill payment data (pre-migration) |
| Cards account | Historical card transaction data (pre-migration) |
The Bills and Cards accounts contain historical data from before the platform migration and are read-only.
4. Exporting for reconciliation
For more granular data than statements provide, export transactions as CSV with filters for date range, budget, and status. This is useful for importing into MYOB, QuickBooks, or other accounting software.
Read the full guide: How to export transactions as CSV.