Statements

How do I download several months of statements together?

When you need more than one month — a full quarter, a year, or everything for a lender — you don’t have to open and save each statement separately. You can pull the whole range in a single step.

Two quick routes

  • A single combined statement — use Statements > Custom date range and set the whole period; you get one continuous document.
  • A bulk export — from the statements list, select the months you want and export them together.

Which to use

For reconciling your books, a CSV export over the full range imports most cleanly. For handing to a person to read — an accountant, a lender — a combined PDF is easiest. Either way it saves the click-by-click grind. Because everything reconciles against your fixed schedule, a longer range is no harder to check than a single month.

Your facility is priced with simple interest and the figures fixed up front on your Key Information Sheet, so nothing here changes what you owe by surprise — it only changes how you view, manage or evidence it.

See also: How to download a statement for a specific month, Finding an old statement in your history, How to export your account history.

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