How do I access and download my monthly banking statements?

Lili provides a monthly account statement for your checking account as well as for your tax bucket and savings account / emergency bucket. The statements can be found as follows:

In the Lili Web App:
 - navigate to the left panel and click on Banking Statements
 - in the left panel, choose Statements
 - in Statements, go to the center screen, choose between Checking and Savings
 - For the Checking option, choose the year and the monthly statements will appear on the right
 - For the Savings option, choose the desired year and month on the left and the desired month's Tax Bucket and Savings Account reports will be visible on the right
 - Download or print your statement using one of the two buttons found on the statement's image, before clicking into it, or after opening the document, using one of the buttons found at the top right

In the Lili Mobile App:
 - go to the Main Menu
 - scroll down and choose
Statements & Reports
 - choose Expense Reports, Statements or Schedule C
 - choose the specific report
 - download, print or share your statement using the share button found at the top right of the screen

Statements are available on the 3rd of each month.

Note: Quarterly statements become available 3 days after the quarter ends.



Lili is a financial technology company, not a bank. Banking services are provided by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. Please see the back of your Card for its issuing bank. The Card may be used everywhere Visa debit cards are accepted. Wire Transfer service provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.