We have updated the app to give you a better experience
- If you’re using the 4.0 version of the Upstox app, read this.
- If you’re using the 3.0 version of the Upstox app, read this.
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 4.0 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 under 'Account.'
3.Click on 'My account.'
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.
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 .
If you’re using the 3.0 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.'
In your ledger, there are now three options to check reports.
6. All: Check out all the transactions done in your account.
7.Debit: See only those transactions where the amount is deducted from your account like withdrawals, quarterly settlements, and trade transactions.
8.Credit: Check those transactions where the amount is added to your account like fund transfers and bill details.
You can either download or get the report directly on your registered email address.
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.
Note- The Ledger report will be separate for Equities & Commodities.
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