Make a statement
- Open the statement page from Receipts & Payments or from an account on Bank Accounts.
- Choose the Period — 3 months, This year, or your own From and To.
- Choose what the statement is of: one Account from the chart, or the money movement through your Bank / cash accounts.
- Under Columns to show, tick what you need — Date, Number, Description, Reference, Debit, Credit, Balance, Related account, Customer / supplier, Payment method and more — and set the Column order.
- For an account statement, Include deleted and edited entries also lists entries reversed on their own date. Leave it unticked for a statement of what actually moved; the balances are the same either way.
- Choose the Order: Newest first (the default) or Oldest first. An account statement newest first starts with the closing balance and ends with the opening balance; every row keeps the balance it really had.
- Choose the Download format: PDF, Excel or CSV.
- Press Preview to check it, then download.
On screen instead
To read an account's movements rather than download them, use Reports › General Ledger (the sidebar's Account Statements item opens the same page).