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How to extract bank account balances?

Last updated: March 16, 2024

For extracting the bank account balances the following guidelines can be used. Please note that this information is based on the current available data from the banking provider's websites and may change when settings are updated.

LHV

  1. Go to LHV and select Summary Statement.
  2. Select Summary statement period on top of the page (December 31, 20XX)
  3. Click the printer icon and save the statement as PDF.

WISE

  1. Go to the WISE account Balances page. 
  2. Select one currency account (for example EUR), click More, and then Statements.  
  3. Choose the correct statement period, statement type as Balance statement with fees separate, and file format as PDF and/or CSV.
  4. Click Download.
  5. If you have more than one currency account, you'll need to repeat steps 2 and 4 for every account!

PAYPAL

  1. Go to PayPal and select Activity.
  2. Click the Download icon and See more reports.
  3. On the left find Statements, then click Custom.
  4. Select the Date range and click Create Report
  5. When the report is ready, click Download.

STRIPE

  1. Go to Stripe and select Reports.
  2. Select the Financial Reports and Balance.
  3. Choose the correct account statement period (e.g. ‘Last Year’) and time zone (UTC)
  4. Print the report in PDF.

HOLVI

  1. Go to Holvi, select Reports and Account statement.
  2. Choose the correct account statement period.
  3. Click PDF format.

REVOLUT

  1. Go to Revolut and select the Accounts tab.
  2. Click on the three dots on the right side of the screen.
  3. Choose Get statement of balances.

PAYONEER

  1. Go to Payoneer and select Activity.
  2. Choose from the drop-down menu Transactions.
  3. Under All transactions select the desired date.
  4. From the Balances drop-down list select the account or currency that you want to view.
  5. Finally, in the top right corner of the All transactions section click on the PDF and/or CSV file icon.

PAYSERA

  1. Go to Paysera ACCOUNTS AND CARDS
  2. Select Account Statement.
  3. Choose the correct account statement period (fill in ‘From’ and ‘To’)
  4. Click Show and download in PDF and ISO 20022 (XML) formats.

WAMO

  1. From your Home dashboard, navigate to Statements on the left-hand side
  2. Select Account statement
  3. Choose your preferred file type (PDF and/or CSV), the sub-account the statement will be of, and the desired time period

AIRWALLEX

To download the account statements, use the Airwallex guidelines on their website https://help.airwallex.com/hc/en-gb/articles/4403886859033-How-do-I-access-an-account-statement-

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