• Hey there! Welcome to TFC! View fewer ads on the website just by signing up on TF Community.

Credit card Statement for financial year

Deathsnatcher

TF Ace
VIP Lounge
Hi i was wondering does anyone know how to get a complete statement of a CC [sbi,hdfc,axis,icici etc] for a financial year?

i know in case of SBI--> Sbi Cards give statement month by month and one can download each month statement and do a commulative for a financial year
same goes for hdfc netbanking one can downloads individual/ check mails and select each month statement generation
i searched forum but couldnt find a way to get the details in one go
 
I just maintain an Excel sheet so that anytime I make a payment to any of my cards, I add a row to date of payment, payment amount, payment source, service used for payment and I also ensure to pay only from portals where I can download an invoice either immediately or within one or two days. This saves me both time to gather everything when it's time and effort to do it sine I do it every month rigorously.

I also make sure the records are on cloud so when I have to visit my CA, every record can be sent at once from the email client itself.
 
  • Like
Reactions: Rkr
I just maintain an Excel sheet so that anytime I make a payment to any of my cards, I add a row to date of payment, payment amount, payment source, service used for payment and I also ensure to pay only from portals where I can download an invoice either immediately or within one or two days. This saves me both time to gather everything when it's time and effort to do it sine I do it every month rigorously.

I also make sure the records are on cloud so when I have to visit my CA, every record can be sent at once from the email client itself.
can you share the excel file [of course removing your personal info only the headers so that i can get some ideas]
 
What about other banks ?
Like Hdfc,Axis,Sbi....etc
Don't know about HDFC and Axis, but for SBI you can download transactions of last 24 months in PDF format. Go to May Account > Transaction History, then select date range between 24 months and download the statement. You can download the statement from the website only. On mobile app you can only view the transactions.
 
  • Like
Reactions: Rkr
Don't know about HDFC and Axis, but for SBI you can download transactions of last 24 months in PDF format. Go to May Account > Transaction History, then select date range between 24 months and download the statement. You can download the statement from the website only. On mobile app you can only view the transactions.
Yeah aware about this SBI card feature. If we have to download statement month by month then This facility is also available on HDFC my card app for downloading last 3 years statement of your card month by month. Each month statement is already available in your registered mail if we really want to get month by month statement, Open it download it as and when required.

Asking about consolidated yearly statement of card account..
 
Yeah aware about this SBI card feature. If we have to download statement month by month then This facility is also available on HDFC my card app for downloading last 3 years statement of your card month by month. Each month statement is already available in your registered mail if we really want to get month by month statement, Open it download it as and when required.

Asking about consolidated yearly statement of card account..
May be not available, because I can't see the option anywhere.
 
  • Sad
Reactions: Rkr
Don't know about HDFC and Axis, but for SBI you can download transactions of last 24 months in PDF format. Go to May Account > Transaction History, then select date range between 24 months and download the statement. You can download the statement from the website only. On mobile app you can only view the transactions.
This doesnt include add on card details
so had to do manually everything one by one on excel sheet
 
Back
Top