Your Ledger Report is the statement of all your transactions along with your billing details with Upstox. Transactions include Payin, Payouts, Bills, and Charges.
To access your ledger report, follow these steps:
1.Login to the Upstox app using your 6-digit Pin or biometrics.
2.Select the 'Account' tab.
3.Click on 'My account' under Profile tab.
4.Select 'Reports.'
5. Click on 'Ledger report.'
6.Click on the 'filters' drop down under ledger to check your balance.
7. Select a segment, financial year(eg: 2020-2021) & date. Click on 'Get Report' for detailed account balance.
Predefined date ranges are also available for convenience.
To Check or download MTF ledger, Click on 'Include MTF.'
In your ledger, there are now three options to check reports.
8. All: Check out all the transactions done in your account including debits and credits.
9. Debit: See only those transactions where the amount is deducted from your account like withdrawals, quarterly settlements, and trade transactions.
10.Credit: Check those transactions where the amount is added to your account like fund transfers and order details.
11.To export your file as an Excel or PDF, click on the 'Download' button.
You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option.
Note- The Ledger report will be separate for Equities & Commodities.
Related articles
How to access Ledger Report (Desktop) ?
How do I download the Profit and Loss report? (Mobile application)
How do I download the Profit and Loss report? (Web)
How do I access the consolidated tax report? (Web)