Download Your Truss Statements

Updated May 22, 2026

On this page

Download monthly statements

  1. Go to Accounts → Cash.

    Accounts sidebar menu expanded with Cash Account selected, above Card Account and External Accounts

  2. Scroll down to the Statements section.

  3. Click any month to expand it.

  4. Click Download — choose PDF or CSV.

Statements section heading with the instruction to select a recent statement to download its PDF and open the full table for CSV downloads

Tip: CSV statements are ideal for importing into QuickBooks or Excel. PDF statements are what most banks and accountants want for verification.

Card statements

Card statements are separate from cash account statements.

  1. Go to Accounts → Card (select your card account).
  2. Scroll to Statements.
  3. Download the month you need.

Note on statement dates

Monthly statements are generated based on UTC time. This means a transaction you see on the last day of the month in your local time may appear on the first day of the following month's statement. This is normal.

Exporting all transactions

To export your full transaction history (not just a monthly slice), go to Transactions → click Export → choose your date range and format.