Unlocking Financial Insights.

How to Generate Account Statements with SPENN Business

At SPENN Business, we understand the importance of financial visibility and transparency for entrepreneurs like you. That's why we're excited to introduce our latest feature - Account Statements. These statements provide a comprehensive overview of all transactions within your spending and savings accounts for a specific period. In this blog post, we'll guide you through the simple steps to generate your account statements and gain valuable financial insights.

Step 1: Access Transaction History

To get started, navigate to the 'Transaction History' section located in the side menu panel of your SPENN Business account. Here, you'll find a detailed record of all your financial activities.

Step 2: Generate Account Statement

Next, click on the 'Account Statement' button situated in the top right corner of the page. This action will open up the Account Statement generation page, where you'll be able to customise the details according to your preferences.

Step 3: Tailor Your Statement

On the Account Statement page, you have the flexibility to select specific parameters that suit your needs. These parameters include the 'Start date' and 'End date' for the period you wish to cover in the statement. Moreover, you can choose the 'Account' - whether spending or savings - for which you want the statement generated.

Step 4: Apply and Download

Once you've chosen your desired parameters, click on the 'Apply' button to proceed. SPENN Business will swiftly generate your Account Statement, presenting a clear and comprehensive overview of all the transactions within the specified timeframe and account.

Step 5: Choose Your Preferred Format

Your Account Statement is now ready for your perusal. You can opt to download it in either CSV or PDF format, depending on your preference and convenience. The CSV format allows you to easily import the data into other financial tools, while the PDF version offers a visually pleasing and easy-to-share document

Account Statements are a game-changer for entrepreneurs using SPENN Business. With just a few simple steps, you can generate detailed transaction records for both your spending and savings accounts, empowering you to make smarter financial choices. Take control of your financial destiny, gain valuable insights, and propel your business to new heights with SPENN Business Account Statements. Start generating your statements today and embrace a brighter financial future!