How to download a balance statement from Pleo

This article explains:


How to check your running balance in Pleo

  1. Go to the "Export" menu from the Pleo webpage.

  2. Click the "Wallet" tab.

  3. Check the running balance displayed on the right side:


How to download a balance statement from Pleo

The balance statement only includes settled expenses. To download a balance statement for a specific date:

  1. Go to the "Wallet" page.

  2. Click "Balance statement" on the right-hand side of the page.

  3. Click "Get balance statement"


  4. Select a date and click the "Download" button. You can also e-mail the statement to your auditor by clicking "Send as email."


Having trouble with the download? Click here.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article

Need more help? Contact us.

Chat with us if you have an Essential or Advanced plan, otherwise send us an email!