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How to extract bank account balances?

For extracting the bank account balances the following guidelines can be used. Please note that this information is based on the currently 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

Manual statement export (when needed)

If you need standalone statements for other purposes:

1. Log into your Wise Business account
2. Click your name in the top-right corner
3. Select "Statements and reports"
4. Choose your statement type:
• Transaction statements – Summary of payments and transfers
• Fee statements – Breakdown of all fees paid
• Audit reports – Official financial documents
• Tax statements – For Interest/investment reporting
5. Select date range
6. Enable "Show fees separately" for accounting clarity
7. Choose format:
• CSV for importing to accounting software
• PDF for record-keeping and official documentation
8. Download

Available reports:

• Transaction and balance statements
• Fee summaries
• Interest/investment tax statements
• Audit reports and proof of ownership
• Holdings statements for investment products

PAYPAL

1. Go to PayPal and select Activity.
2. Click All Reports.
3. Click Payments and then Statements – monthly and custom.
   Note: Click Monthly or Custom under Statements if in Classic View.
4. Click Request under the monthly statement you're looking to download (PDF and CSV).
5. When the statement is ready, click Download.

STRIPE

1. Go to Stripe and select Products.
2. Select the Reports and Balance summary.
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 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-