Leading fintech platform Paytm has introduced a new feature allowing users to download their UPI transactions statement in Excel format. With the launch of the new features, the users can access their UPI transaction details in the new format, which was earlier only available in the PDF version.
The feature to download the UPI transaction statements in Excel format on the Paytm app will allow users more flexibility and greater accessibility in managing their expenses.
The users can now download the Paytm UPI transaction statements for a specified period or the entire financial year in both the PDF and Excel formats.
If you want to download your UPI transactions statement on the Paytm app, here are a few simple steps to follow:
Steps to Download UPI Statement in PDF/Excel Format
Open the Paytm app and tap on the ‘Check Balance & History' section on the home screen.
Go to the ‘Payment History' section.
On the right side, you will see a ‘download icon'; tap on it.
Now you will need to select a time range for the statement. You can choose between either “date range” or “financial year.”
Under “date range,” you can choose the last 1 month, last 3 months, last 6 months, last 1 year, or customise the range.
If you select “financial year,” you can choose either the current year or the previous year.
Once you have set the time range, select Excel or PDF as the file format for the statement.
Tap “Download” to download the statement. Now you can access it from your phone.
To conclude, downloading your UPI statements is a smart way to play your finances and track your spending habits. It can also help you at the time of filing taxes and resolving any potential disputes with merchants.
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