We have updated the app to give you a 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.

Also, keep in mind: The Ledger report will be separate for Equities & Commodities.

 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 and select ‘Report & Corp Actions'.
  3. Click on Reports and select ledger report. 

         

     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

               

 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 icon 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 .

               


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)




 

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