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How to get a statement

Written by Calen Support

Need a record of what's come in and gone out, for yourself or for an accountant? You can download a statement from your account.

On the business dashboard

  1. Sign in at https://app.calen.finance.

  2. Open Banking, then the account you need, then Statement.

  3. Pick the dates.

  4. Download a PDF or a CSV.

If a download isn't available for that period, open in-app chat or email [email protected] and we'll send one to you. You'll need permission to download a statement on a business account. If you don't have it, ask an admin.

In the app

  1. Sign in to the official Calen app.

  2. Open the wallet or account.

  3. Look for Statement, and download it if you see that option.

  4. If you don't see a download, ask us in chat and we'll send one.

Good to know: For official letters or a single payment receipt, see How to find and download documents. On a business account, receipts live in Activity.

Quick tip: Pick a clear date range, for example one calendar month, so the file is easy to share.

What's next: See How to find and download documents, and How to contact Calen support.

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