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Syndik8

View your monthly statement

View your monthly statement

Section titled “View your monthly statement”

Syndik8 groups your transactions by calendar month on the member-balance screen. This is the current statement view. A PDF download or emailed statement is not yet available. This page will gain those steps when they ship.

Steps

Section titled “Steps”
  1. Open the syndicate.
  2. Go to My Balance.
  3. Scroll the transaction list. Each month is a group with a heading (for example, March 2026) and a Monthly net subtotal.
  4. Within a month, transactions are shown newest first with Date, Type, Description, and Amount. Debits are positive; credits are negative.
  5. Tap a row where the link icon appears to open the related booking or expense.

Sharing your statement

Section titled “Sharing your statement”

There is no built-in export. To share a statement with someone, screenshot the month you need or copy the on-screen rows into a document.

If it goes wrong

Section titled “If it goes wrong”
  • A transaction is missing: the statement view shows all transactions on your ledger. If a charge you expected is absent, the booking may not yet be finalised; check with an admin.
  • A month group boundary looks off: grouping is by UTC month, not local time. See Statement format.

See also

Section titled “See also”