Banking System Statements export your Banking Ledger as a formatted PDF or CSV — filtered by policy, insured, or carrier — with a layout your advisor, accountant, or lender will recognize.
This feature requires Builder Pro
Why Generate Statements
Your Banking Ledger holds every capital event — premium payments, loan disbursements, loan repayments, dividends, income entries. Statements turn that raw ledger into a readable document you can share or file.
Common uses:
- Sharing with an advisor — provide a clean record of your policy activity before a review session
- Tax documentation — give your accountant a year's worth of income entries, interest paid, and loan activity in one file
- Personal records — annual PDF statements filed alongside your carrier statements
- Lender documentation — show capital deployment income to a lender reviewing your cash flow picture
How to Generate a Statement
- in the sidebar