Generating an account statement on Bujeti is a simple process that allows you to review your financial transactions and monitor account activity. Whether you need to reconcile your records, share statements with stakeholders, or keep track of your spending, Bujeti offers an easy way to create and download detailed statements.
In this article, we’ll walk you through the steps to create and customize your bank statements on Bujeti.
Method 1: How to Generate Statements from the Overview Page
Step 1: From the Bujeti dashboard, navigate to the overview page and locate the “Accounts section”
Click on the three-dots menu (:) icon, then select Generate account statement from the dropdown.
Step 2: A side panel will appear with customization options:
Select source:
Choose "All Accounts" for a comprehensive statement
OR select a specific account, sub-account, or budget from the dropdown
Select transaction type:
All transactions – includes both debits and credits
Debits only – shows outgoing payments only
Credits only – displays incoming funds only
Step 3: Once generated, you'll see a confirmation message: "Your Account Statement Has Been Successfully Generated."
The statement will be:
Automatically sent to your registered email address
Available as a downloadable PDF attachment
Typically delivered within 2-3 minutes
Note: Check your spam folder if you don't receive the email within 5 minutes.
Method 2: How to Generate Statements from the Accounts Page
Step 1: Click on "Accounts" in your Bujeti dashboard sidebar
You'll see a list of all your accounts with their current balances
Locate the specific account you want to generate a statement for
Click the three-dot menu (⋮) next to that account
Select "Generate account statement"
Step 2: A side panel will appear with customization options:
Select source:
Choose "All Accounts" for a comprehensive statement
OR select a specific account, sub-account, or budget from the dropdown
Select transaction type:
All transactions – includes both debits and credits
Debits only – shows outgoing payments only
Credits only – displays incoming funds only
Once generated, you'll see a confirmation message: "Your Account Statement Has Been Successfully Generated."
The statement will be:
Automatically sent to your registered email address
Available as a downloadable PDF attachment
Typically delivered within 2-3 minutes
You can also find out how to view your account transactions here.