To make it easy to monitor money in your savings account or any bucket (Tax Bucket), Lili provides monthly statements specifically for these account/sub-account types in addition to your main account statements.
What’s included in my Savings account/ Tax Bucket statement?
Each Savings account / Emergency Bucket/ Tax Bucket statement shows:
- Your starting and ending balance for the period.
- All deposits, transfers, and withdrawals involving your Savings account / Tax Bucket.
- Any applicable interest earned or adjustments, if supported for your plan.
This gives you a clear, month‑by‑month view of how your Savings account / Tax Bucket is changing over time, separate from everyday business spending.
Where can I find my Savings account / Tax Bucket statements?
Savings account / Emergency Bucket/ Tax Bucket statements are generated monthly, just like your main Lili account statements, and are available in your account’s statements area.
To access them:
- Sign in to your Lili account.
- Go to your Statements section:
- Web App: Main Menu > Reports & Statements > Statements (under the “Banking” section)
- Mobile App: Main Menu > Banking Statements > Account Statements
- Choose the Emergency/Savings/Tax statements from the list of available statements.
- Select the month you want to view or download.
You can download these statements as PDFs for your records, bookkeeping, or for sharing with your accountant, just like your primary account statements.
How often are Savings account / Tax Bucket statements generated?
Savings account / Emergency Bucket/ Tax Bucket statements are generated monthly (on the 3rd of every month), covering activity for the prior month. They’re typically available at the beginning of each new month, alongside your other Lili account statements.
If you don’t see a statement for a month when there was activity in your Savings account / Tax Bucket, or if something doesn’t look right, please contact the Lili team (see: How do I contact the Lili team?), using the contact details listed there, so we can review your account and help you access the information you need.
For more details on other statements and reports available with your plan (including Income & Expense, Profit and Loss, and other accounting reports), see What accounting reports are provided with the Lili Premium and Lili Smart plans? and How do I access my accounting reports?
Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted.
Wire Transfer services are 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.