📥 Downloading Account Statements from Niobi Introduction Account statements are essential for reconciling your finances, tracking spending, and maintaining accurate records for tax purposes. Niobi makes it easy to download transaction histories and statements securely. Whether you need a high-level monthly summary or a detailed transaction list, you can export exactly what your business requires. This guide covers how to access account statements, choose date ranges, select export formats, and use statements for accounting and compliance. What you'll learn: - How to navigate to and access your account statements - Downloading statements by custom or predefined date ranges - Exporting data into flat text formats (PDF and CSV) - Leveraging exported files for automated accounting software reconciliation - Retaining and organizing financial statements for legal compliance Time to complete: 5–10 minutes 🔍 Before You Start Ensure you meet the following baseline requirements before attempting to export files: - Active Profile: You hold a verified Niobi account with a logged transaction history. - Role Permissions: You hold a Director, Admin, or Accountant role assignment. - Device Storage: Your phone or computer has sufficient local storage space for file downloads. Accessing Your Statements 1. Log Into Niobi: Enter your credentials on the login page and complete your 2FA security verification. 2. Open the Account Engine: On the left navigation menu and click on My Accounts to view your list of active currency wallets. 3. Isolate Your Asset Wallet: If your workspace operates with multiple currency accounts (e.g., KES, USD), click directly on the specific wallet you want to audit to pull up its dedicated ledger feed. 📥 Downloading a Statement Step 1: Add Filters (Optional) Narrow down your statement lines directly on your dashboard before initiating the export process by using these available filters: - Search By Amount: Filter your ledger feed by inputting specific transaction values or ranges to isolate large movements or track down anomalies. - Select Category: Filter your lines by designated corporate spending or revenue groups to look at specific cost centers. - Select Type: Isolate your view by transaction flow types, such as incoming revenue, outgoing payments, or transfers. - Select Payee: Narrow down the history to display transactions tied exclusively to a single vendor, supplier, or contact. - Select Team: Filter the data by specific organizational teams or workspace departments to audit decentralized activities. Step 2: Execute Download & Choose Export Settings - Trigger Export: Once your dashboard filters are applied and your ledger feed is refined, click the Download button. - Set Date Range: After clicking download, a configuration prompt will appear. Use the calendar tool to select your specific date range (e.g., predefined choices like Last Month or a custom calendar window). Step 3: Select Format - 📄 PDF Format: B