Statements, receipts & exports

How to download monthly statements, individual payment receipts, and CSV exports — and how to use them for accounting and KYB at other institutions.

Monthly statements

  1. Open your Echlon dashboard.
  2. Go to the transactions section.
  3. Choose the period and download the .csv or PDF.

What the statement shows

  • Opening and closing balances for the period for your Checking account
  • All transactions: payments sent and received, card top-up transactions, Treasury movements

Card top-up transactions and Treasury movements are included in the CSV export but may appear on separate balance views.

Individual payment receipts

Every completed payment has a downloadable receipt/confirmation showing the amount, currencies, date, sender and recipient details, and the payment reference. Recipients' accountants commonly need this document — you can download it and send it directly.

  1. Open the payment in your transaction history.
  2. Download the receipt (PDF).
  3. Share it with your counterparty.

CSV / transaction export

For accounting software or analysis, export your full transaction history as a CSV:

  1. Open your transaction history.
  2. Select the date range and any filters (balance, direction, rail).
  3. Export as CSV.

Please note that statements can also be downloaded in PDF format for record-keeping, accounting, audit, and compliance purposes.

Common questions

Can I get a statement for a custom date range?

Yes. Statements can be generated for any custom date range directly from the platform, making it easy to support month-end close, audits, tax filings, and internal reporting requirements.

What transactions are included in a statement?

Statements include all completed account activity during the selected period, including incoming transfers, outgoing transfers, card top-up transactions, and balance movements.

Do statements show transaction references and descriptions?

Yes. Statements include transaction details such as dates, amounts, counterparties (when available), and transaction descriptions or references.

Are pending transactions included in statements?

No. Only completed and settled transactions are included. Pending transactions will appear once they have been finalized.

Troubleshooting

  • A recent transaction is missing from the export: very recent or still-pending transactions may not appear until they settle. Re-export after the transaction completes.
  • The statement won't download: try another browser, and check the status page for incidents.

Still need help?

If this article didn't resolve your issue, see our support channels, message us on WhatsApp at +1 (787) 468-5842, or open a support ticket — we typically respond within 24 hours.

Questions? [email protected]

Echlon is operated by Echlon Ltd.

Echlon is a financial technology company, not a bank. Banking services, including currency conversion and settlement, are provided by licensed partners. Echlon does not hold or custody user funds.

Yield figures (e.g. "up to 6.5% APY") are illustrative and not guaranteed. Actual rates may vary and are subject to change without notice. Past performance is not indicative of future results. Treasury products may involve technology risk, including smart contract risk. Only allocate funds you can afford to expose to these risks.

FX rates, transfer times, and fee estimates displayed on this site are representative and may vary by corridor, payment rail, and transaction size. Actual rates and settlement times are confirmed before each transaction. "Same day" settlement is available on select corridors and rails and is not guaranteed for all transfers.

Services may not be available in all jurisdictions. Account approval is subject to identity verification and compliance review. See our risk disclosure and terms of service for full details.