how to get a bank statement from capitec app

How to Get a Bank Statement from the Capitec App

Are you a Capitec Bank customer looking for a convenient way to access your bank statements? Luckily, the Capitec mobile banking app offers a simple and efficient solution. With just a few taps on your smartphone, you can effortlessly retrieve your bank statements directly from the app. In this article, we will guide you through the step-by-step process of acquiring a bank statement from the Capitec app, ensuring you have all the information you need at your fingertips.

Step 1: Install and Log into the Capitec App

The first step is to install the Capitec Bank app on your smartphone. You can find it in your device’s app store by searching for “Capitec.” Once installed, open the app and log in using your Capitec online banking username and password. If you haven’t registered for online banking yet, take a moment to sign up and create your account.

Step 2: Navigate to the Statements Section

After logging into the app, you will be taken to the home screen. Tap on the menu icon located in the top left corner of the screen (usually three horizontal lines) to access the app’s main menu. From the menu, find and select the “Statements” option. This will direct you to the statements section of the app, where you can view and download your bank statements.

Step 3: Select the Account and Statement Period

In the statements section, you will see a list of your Capitec Bank accounts. Choose the account for which you wish to download the statement. Once selected, you can choose the specific statement period you are interested in. The Capitec app provides various predefined options, such as the last 30 days, 90 days, or specific months. Pick the period that suits your needs.

Step 4: Generate and Download the Bank Statement

After selecting the desired account and statement period, tap on the “Generate Statement” or similar button. The Capitec app will then generate your bank statement and make it available for download. Once ready, you will be presented with options to view or download the statement. If you want to keep a digital copy on your device, choose the download option. The statement will be saved on your phone or tablet, ready to be accessed whenever you need it.

Step 5: Print or Share the Bank Statement (Optional)

If you need a physical copy of your bank statement, you can easily print it from your device. Connect your smartphone to a printer and open the downloaded PDF statement. From the PDF viewer, select the print option, customize the settings if necessary, and proceed with printing. Alternatively, if you need to share the statement with someone else, you can use the sharing options provided by your device to send it via email, messaging apps, or any other preferred method.

Step 6: Repeat for Other Bank Accounts or Statements

If you have multiple accounts with Capitec Bank or need to access statements for different time periods, you can repeat the process described above for each specific account and statement period. The Capitec app enables you to conveniently manage and retrieve statements for all your linked bank accounts, making it easier to stay organized and monitor your financial activities.

Conclusion

Thanks to the Capitec Bank app, obtaining your bank statements is as easy as a few taps on your smartphone. By following the step-by-step instructions provided in this article, you can effortlessly access and download your bank statements whenever the need arises. Whether you require a digital copy or a physical printout, the Capitec app has you covered. Take advantage of this convenient and efficient tool to stay on top of your financial affairs with ease.