How to download your Juuli Business transaction history or statement
Whether you need records for your accountant, a tax filing, or your own bookkeeping, you can pull your full transaction history and account statements straight from your Juuli dashboard. Here is how.
Download a statement from your dashboard
Your statement is a clear record of the money moving in and out of your payment account over a chosen period.
- Log in at app.juuli.com. If prompted, enter the one-time PIN we email to your registered address.
- Open your Dashboard and go to the transactions or activity view for the account you want.
- Choose the date range you need (for example, a single month or a full quarter).
- Select the download or export option to save your statement.
Export your transaction history
If you would rather work with the raw data, you can export your transaction history as a file you can open in a spreadsheet or share with your accountant. Exports are available in CSV and JSON formats.
- CSV opens directly in spreadsheet tools and is ideal for bookkeeping and reconciliation.
- JSON is a structured format suited to imports into other software.
For your security, sensitive details such as full IBAN and account numbers are masked in exported files.
What your records include
Your statements and exports cover the activity on your account, such as:
- Incoming and outgoing transfers
- Card payments and any applicable fees
- Dates, amounts, and currency for each transaction
Because Juuli supports multi-currency balances, each entry shows the currency it was made in. Juuli is a regulated platform and not a bank; your e-money and payment services are provided by Stripe Technology Europe, Limited, an Electronic Money Institution authorised by the Central Bank of Ireland (firm reference C187865).
Tips for clean records
- Export at the end of each month so your bookkeeping stays current.
- Match your chosen date range to your accounting or tax period.
- Keep downloaded files stored securely, as they contain financial information.
Related: A quick tour of your Juuli Business dashboard, Does Juuli have hidden fees? Here's every cost, laid out
Still have questions? Email our support team at support@juuli.com and we will be happy to help you find the records you need. Remember, Juuli will never ask for your password or 2FA code.