yearly account statement

Christoph shared this question 5 months ago
Question

Hi, I learned there is a yearly account statement generated by bunq at the end of the year.

Can you provide an pdf example / dummy or screenshot in the knowledge section?

It would be helpful to see the details and how it deals with multiple IBANs. Dont want my tax consultant freaking out about too many / little pages or for whatever reason. :-)

Comments (7)

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12

Hey Christoph!

No worries, let me get one from our test accounts! I'll be back in a bit 😎👍

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14

This is a screenshot of an overview with multiple IBANs, the name, address and everything is of course fake 🙏

905531ad6718f6ed7d0d9196f808bd1c

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11

Thanks Jasper. that was quick. :-) So this yearly account statement is just a comparision of the starting and final balance of each account right? What about the transactions? I know the export feature in the app. Along with yeary balances overview are these transaction pdf exports enough for purposes like tax consultant / authority, government whatever or mortgage application etc... who know what I mean. Are there any EU guidelines that are matched here? You know, I dont want to get in trouble with someone asking... "hey you did it this with Pages on your Mac?" ;-) The IBAN discrimination stuff in Germany is known fixes slowly but any account statement expectations, what way it has to be to be a "real" account statement in the eye of my fellows hopefully wont become the next challenge.

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16

Indeed Cristoph, yearly account statement is just a comparison of the starting and final balance of each account 👍

Transactions are not display on the yearly account statement but on the regular statement that you can export by going into : Accounts - Settings - Export Statement.

Regarding purposes like tax consultant / authority, government whatever or mortgage application etc, this should be sufficient indeed. 🙂

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5

Where can I find this yearly statement?

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3

I am also looking for this - where do i find the annual statement?

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7

Hi Peter,

How you can find & download your annual statement in the app is explained step by step in this topic 😃

Cheers! 🌈

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