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 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
In the Lili Web App:
- navigate to the left panel and click on Statements & Reports
- in the left panel, choose between Statements and Expense Reports
- in Statements, go to the center screen, choose between Checking and Buckets > the year > click on the desired statement
- in Expense Reports, choose the year > to the right you'll find the available statements
- you can 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
Statements are available on the 3rd of each month.
