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Exporting your Monthly Ledger Statement (CSV)

This page describes how to export a monthly ledger statement (CSV format) so that you may:

  • Analyze all activity occurring in a particular month in detail
  • Reconcile your monthly balances at the transaction level.

If you'd like to view the transactions that comprise a particular daily transfer, follow the instructions here instead.

To export a monthly ledger statement:

1. Log into your Bolt Merchant Dashboard at https://merchant.bolt.com/

2. Click on the "Statements" tab at the top of the screen.

3. Click "Funding Details." The list will default to all statements for the current year; if you'd like to view statements from a past year, change the date by clicking on the date dropdown menu in the top right corner.

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4. Click the "Download CSV" button next to the month whose statement you'd like to view.

5. A CSV file will download to your computer with the name, "monthly_funding_details_MM_01_YYYY.csv" This file will contain the monthly ledger. For a guide as to how to read your monthly ledger, please review this page.

 

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