We have updated the app to give you better experience 

Your Ledger Report is the statement of all your transactions along with your billing details with Upstox. Transactions include Payin, Payouts, Bills, and others 

 Click here to explore the updated app.

 If you’re using the updated version of the Upstox app, read this.

  1.Login to the Upstox app using your 6-digit Pin or biometrics.

  2.Select the profile tab.

  3.Click on 'My account'.

  4.Select 'Reports.'

 

5.Click on 'Ledger report  .'

  

6. Click on the 'filters' drop down in ledger to check your balance.

 

7. Select the required segment, financial year(eg: 2020-2021) & date. Click on 'Get Report' for detailed account balance.

 

8. To  download the report in PDF or Excel format, select the ‘Download’ option.

 

9.You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option .

 

If you’re using an older version of the Upstox app, read this. 

 To access your ledger report, follow these steps:

 1.Login to the Upstox app using your 6-digit Pin or biometrics.

 2.Click on Profile icon and select ‘Report & Corp, Actions.’

 3.Click on Reports and select 'Ledger.'

 

4. Click on the Filters drop-down to select a segment, year, and date.

 

 5 .Click on 'Get Report'

 

You can either download or get the report directly on your registered email address  

6.To  download the report in PDF or Excel format, select the ‘Download’ option. 

 

Click on the email tab to receive the report on the registered email address.