What is a Ledger report and How can you access it?

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 the 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 the 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.


![] (https://assets.upstox.com/content/assets/images/finalimages/7OUPqo0UZzyuIfhVLecSdocmqIZY37tV Fw.png?1700724889)


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.

Trade with Upstox

Want to open a Demat account?

Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.

+91

By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.