This article explains:

  • 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

  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."

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