Generate Your Account Statement

Objective: This article gives a step by step process on how to generate your Cadana account statement. The Cadana account statement is a summary of all your receipts and payments on the Cadana app within a period. This helps you to track your money better.

Outline

1. Generating account statements on mobile app

2. Generating account statements on web app

Generating account statements on mobile app

• On the home page, switch to the account wallet your would like a statement for.
• The currency will be set to your local currency. You may change this to the currency wallet of your choice.
• Tap on ...More under account balance
• Select Generate Account statement
• Select your preferred start and end dates and tap on Continue
• Your account statement will be generated. Select the app you want to use to view the document

Generating account statements on web app

• On the home page, click on Accounts on the left side menu.
• The currency will be set to your local currency. You may change this to the currency wallet of your choice.
• Click on More button (...), visible by the convert funds button.
• Click on Account statement
• Confirm the currency or wallet account you want to generate the statement for, then select your preferred start and end dates.
• Select Get statement to download your statement.

Note: A pop up will appear, allowing you to view the PDF statement in your preferred application. Be sure to save it unto your mobile (Via the viewing application) before closing it if you wish to download it.