You can download your monthly card statements from the web app in a few simple steps. Before you download your card statements, ensure you have the Permission to view card and expenses enabled on your profile.

Next Steps

To download your card statements, follow these steps:

1. Log into your OFX account.

2. In the sidebar, select Cards.

   

3. Click on your card to open it.

   

4. Select View statements from the menu.

   

5. Choose the required date range.

   

6. Select Download file.

   

7. Confirmation: Open your computer’s Downloads folder to view the statement.

Why is this important

Downloading your card statements is essential for maintaining accurate financial records and streamlining your business’s reconciliation process. It provides a clear overview of your spending, helping you track expenses and ensure all transactions are accounted for.

Related FAQ Articles

• Can I get statements emailed to me?

• What address can a user enter to receive the card?

• What permissions do I apply to create a card for a user without granting access to company information?