Receiving your Cash App statement is quick and easy. Follow these simple steps to access and view your financial overview.
Step 1: Locate Your Profile Icon
The initial step involves locating your profile icon on the Cash App home screen. It typically appears as a tiny avatar or image representing yourself.
Step 2: Select the Personal Option
Once you’ve found the profile icon, tap on it to reveal a drop-down menu of various options. Choose ‘Personal’ from this list to proceed.
Step 3: Navigate to Documents
After selecting ‘Personal’, scroll down within the menu until you find the ‘Documents’ section. Click on this option to access your stored files and statements.
Step 4: Choose Monthly Statements
Within the ‘Documents’ section, you will see various file categories. Pick ‘Monthly Statements’ to zero in on your financial records for a specific period.
Step 5: Pick a Month
Once you’ve selected ‘Monthly Statements’, you will be prompted to choose a particular month for which you wish to view the statement. Simply tap on the desired month.
Step 6: Viewing Monthly Investing Statements & Trade Confirmations
Alongside your standard monthly financial statements, Cash App also affords you access to monthly investing statements and trade confirmations. These details provide you with a comprehensive overview of your investment activities.
Step 7: Navigating Trade Confirmations
If you’re delving into your trade confirmations, pay close attention to the specifics outlined. These documents elucidate your trades and investment decisions in a clear and coherent manner.
Step 8: Printable Option
Should you require a hard copy or wish to save your statement for future reference, Cash App offers a printable option for convenient offline access.
Step 9: Save for Records
It’s advisable to store your Cash App statements for record-keeping purposes. By maintaining a record of your financial transactions, you can readily track your expenditure and investments.
Step 10: Stay Informed
Regularly checking your Cash App statements ensures you stay informed about your financial standing. This habit aids in financial planning and decision-making.
