Where Can I See a Statement of All My Transactions With Upstox?
You can view the statement of all your pay-in transactions, payouts, bills, etc. along with your billing details with the Upstox app.
Steps to See a Statement of All Your Transactions
| Steps | Description |
| 1 | Log in to the Upstox app. |
| 2 | Choose the Profile tab under ‘Account.’ |
| 3 | Click on ‘My account’ and select ‘Reports.’ |
| 4 | Click on ‘Ledger report.’ |
| 5 | Click on the ‘Filters.’ |
| 6 | Choose a segment, financial year, and date. Click on ‘Get Report’ for a detailed account balance. |
| 7 | Click on the ‘Download’ button to export your file as an Excel or PDF. |
| 8 | Select the ‘email’ option to get the transaction statement. |
Where Can I See a Statement of All My Transactions With Upstox?
You can see a statement of all my transactions with Upstox app by following these steps.
Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.
Step 2: Choose the Profile tab under ‘Account.’
Step 3: You need to click on ‘My account’ and select ‘Reports.’
Step 4: You will have to click on ‘Ledger report.’
Step 5: You will need to click on the ‘filters’ drop down under ledger to check your balance.
Step 6: Choose a segment, financial year(e.g., 2020-2021), and date. Then click on ‘Get Report’ for a detailed account balance.
Step 7: If you want to export your file as an Excel or PDF, click on the ‘Download’ button.
Step 8: You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option.