how to get statement on capitec app

How to Get a Statement on the Capitec App

Managing your finances has never been easier with the Capitec mobile banking app. This useful tool offers a wide range of features that make banking quick and convenient. One of the most sought-after features is the ability to access your account statements on the go. In this article, we will guide you on how to easily obtain your statement through the Capitec app.

Step 1: Download and Install the Capitec App

Before you can access your account statements, you need to have the Capitec banking app installed on your smartphone. Simply visit your app store and search for “Capitec” to locate the official app. Download and install it onto your device.

Step 2: Log in to Your Capitec Account

Open the app and enter your login credentials to access your Capitec account. If you don’t have an account yet, you will first need to register for one. Follow the on-screen prompts to complete the registration process.

Step 3: Navigate to the Statements Section

Once you are logged in, locate the menu button within the app. This is usually represented by three horizontal lines or dots in the top-left or top-right corner of the screen. Tap on the menu button to expand the options.

Scroll through the menu and look for a section labeled “Statements” or “Account Statements.” Tap on it to proceed.

Step 4: Select the Desired Statement

Within the Statements section, you will be presented with a list of available statements. These statements are organized by date or month, making it easier for you to locate the specific statement you need.

Scroll through the list and tap on the statement you wish to retrieve. Take note of the statement period to ensure you select the correct one.

Step 5: Download or Email the Statement

After selecting the statement, you will be given options for how you would like to receive it. The two most common options are downloading the statement or emailing it to yourself.

If you prefer to download, simply tap the “Download” button and choose a location on your device where you wish to save the statement. The download will begin immediately.

If you choose to email the statement, tap the “Email” button and enter your email address. Capitec will send the statement as a PDF attachment to the provided email address. Remember to check your spam folder if you do not receive the email within a few minutes.

Step 6: Repeat for Other Statements

If you require multiple statements, you can repeat the process outlined in the previous steps for each statement. This allows you to keep a record of your financial transactions for various periods, helping you stay organized and make informed decisions.

Remember that Capitec provides statements for both savings and current accounts, so ensure you select the correct account type before proceeding with the steps mentioned above.

Conclusion

Gone are the days of having to visit a bank branch to obtain your account statements. With the Capitec mobile banking app, accessing your statements is quick, effortless, and can be done from the comfort of your own home. By following the step-by-step guide provided above, you’ll be able to retrieve your statements in no time. Enjoy the convenience and control that the Capitec app offers, and stay on top of your financial life effortlessly!