Pleo

How to check your running balance in Pleo 

How to download a balance statement from a specific date

- How to check your running balance in Pleo 
- How to download a balance statement from a specific date
   

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How to check your running balance in Pleo

Go to the "<a href="https://app.pleo.io/export?exportLane=NOT_EXPORTED&amp;excludeManualExpenses=false&amp;excludePersonalTransfers=false&amp;excludeManualTransfers=false&amp;types%5B%5D=loads&amp;types%5B%5D=other&amp;types%5B%5D=refunds&amp;types%5B%5D=settled&amp;types%5B%5D=bill_invoice&amp;types%5B%5D=manual_transfer" rel="nofollow noopener noreferrer" target="_blank">Export</a>" menu from the Pleo webpage.

Click the "<a href="https://app.pleo.io/export?spendingAccount=WALLET" rel="nofollow noopener noreferrer" target="_blank">Wallet</a>" tab.

Check the running balance displayed on the right side:

1. Go to the "<a href="https://app.pleo.io/export?exportLane=NOT_EXPORTED&amp;excludeManualExpenses=false&amp;excludePersonalTransfers=false&amp;excludeManualTransfers=false&amp;types%5B%5D=loads&amp;types%5B%5D=other&amp;types%5B%5D=refunds&amp;types%5B%5D=settled&amp;types%5B%5D=bill_invoice&amp;types%5B%5D=manual_transfer" rel="nofollow noopener noreferrer" target="_blank">Export</a>" menu from the Pleo webpage.
2. Click the "<a href="https://app.pleo.io/export?spendingAccount=WALLET" rel="nofollow noopener noreferrer" target="_blank">Wallet</a>" 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:

Go to the "<a href="https://app.pleo.io/wallet" rel="nofollow noopener noreferrer" target="_blank">Wallet</a>" page.

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

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

1. Go to the "<a href="https://app.pleo.io/wallet" rel="nofollow noopener noreferrer" target="_blank">Wallet</a>" 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? <a href="https://help.pleo.io/en/articles/7128202">Click here</a>. 

Learn how to 1) check your running balance and 2) download a balance statement from a specific date.