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Balance and Card Statement

Kolo lets you generate statements for any period directly in the app. Use statements for accounting, financial reporting, internal control, and transaction analysis.

Updated this week

Where to Find Statements

The Statement section location depends on your account type:

Account type

Location

Personal

Profile → Statement

Business

My Company → Statement

Open the Statement section to choose your statement type.

How to Request a Statement

Step 1. Choose the Statement Type

Kolo supports two statement types:

Statement type

What it includes

Balance Statement

Wallet balance activity for the selected period

Card Statement

Card transactions for the selected period

  • Choose Balance Statement for wallet-related activity.

  • Choose Card Statement for card transactions.

Generate a Balance Statement for one balance, several balances, or all balances, and a Card Statement for one card, several cards, or all cards.

Selecting multiple balances or cards creates one CSV file for the entire request.

Step 2. Choose the Date Range

Generate a statement for any custom period.

Date range rules:

  • Maximum period: 12 months

  • Balance Statement defaults:

    • Start date: current date

    • End date: current date

  • Card Statement defaults:

    • Start date: beginning of current month

    • End date: current date

⚠️ Important: Statements cannot exceed 12 months.

Step 3. Send the Statement to Your Email

After selecting the statement type, balances or cards, and date range, tap Send to my email.

What happens next:

  1. Kolo generates your statement

  2. You see a confirmation screen

  3. The statement is sent to your current account email

  4. The email contains a download link valid for 24 hours

⚠️ Important: Statements are only sent to your account email.

💡 Pro tip: No need to wait on screen—the process continues even if you navigate away.

What's Included in the Statement

Statement content depends on the type you selected and follows Kolo's statement rules.

Balance Statement includes:

  • Deposits

  • Withdrawals

  • Transfers

  • Conversions

  • Other wallet activity

Card Statement includes:

  • Card transactions for selected cards

  • Transaction dates

  • Transaction amounts

  • Transaction statuses

⚠️ Important: Declined transactions are excluded and don't affect balances.

Need Help?

If you're unsure which statement to choose or haven't received your email, contact our support team.

When contacting support, include:

  • Statement type

  • Date range

  • Whether you selected balances or cards

  • Your account email address

  • A screenshot, if available

More details help us resolve issues faster.

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