After launching in-app bank statements recently, and looking at the data over a few weeks, we discovered a problem.
The problem was that we were still getting hundreds of requests for bank statements via customer support chat. This isn’t ideal when the service is available right there in the app! We should not be getting any requests for this through chat, which was the idea behind making it self-serve.
Our awesome team went back to the drawing board to figure out how we could improve and iterate as we are known to do, so here’s a sneak peek of something coming next week to iOS and the following week to Android!
Hopefully this new visibility will drastically reduce the number of requests we get through chat for statements.
Previously the bank statements have lived in the “Spending” section via a small “Export” or “Download” icon. We aren’t moving it out of there - but the amount of data that already lives on that screen made it difficult to improve visibility there. It’s also, for some people, not an obvious place for statements to live.
So we’ve given statements an additional new home on your Profile screen.
Here you’ll note a new bar on your Account Profile, named “Account Statements”.
Click on this and you’ll see this screen:
As you’ll note, you’ll have an entire history of statements by calendar month - as well as the current period starting from the beginning of the present month. From here, as before, you can export the statements as PDF, CSV file or QIF
Let us know what you think!