Statements & Export

Statements & Export


Getting your statements

Monthly statements are generally made available within the first week of the following month. For example, your July statement will typically be available in the first week of August.

You can download and print statements for the entire history of your account on our website here. If you'd like a mailed statement, just send us a support message.

Where to find them

  1. Sign into your account.
  2. Click on your name in the upper right hand corner.
  3. Click Statements. You'll see a list of all of your statements.
  4. Click Download PDF next to the statement you would like to download.

Can I export transaction data?

Sure thing! You can export your transactions in CSV or JSON format on the web. You'll find the export button right above your transaction list; this is what it looks like: description

Monthly statements are generally made available within the first week of the following month. For example, your July statement will typically be available in the first week of August.

If you'd like a mailed statement, just send us a support message.

Where to find them

  1. Tap the menu icon in the upper-left corner or swipe right to open the navigation menu. 
  2. Tap Account details.
  3. Tap Statements. You'll see a list of all of your statements.
  4. Tap on the desired statement then tap the send icon to download or send the statement as a PDF. description

Can I export transaction data?

Sure thing! You can export your transactions in CSV or JSON format on the web. You'll find the export button right above your transaction list; this is what it looks like: description

Monthly statements are generally made available within the first week of the following month. For example, your July statement will typically be available in the first week of August.

You can download and print statements for the entire history of your account on our website here. Statements are not available on mobile. If you'd like a mailed statement, just send us a support message.

Where to find them

  1. Sign into your account.
  2. Click on your name in the upper right hand corner.
  3. Click Statements. You'll see a list of all of your statements.
  4. Click Download PDF next to the statement you would like to download.

Can I export transaction data?

Sure thing! You can export your transactions in CSV or JSON format on the web. You'll find the export button right above your transaction list; this is what it looks like: description

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Important! Keep your account safe from fraud

As fraud attempts are on the rise recently — especially related to unemployment funds — help us keep your account safe by following these guidelines.

Use your Simple Account only for your own personal use. Don’t share your account with others or receive funds on behalf of third parties.

Don’t share your username or password with others. Never give out your login information. Simple will never ask you to tell us your password — if any third party makes such a request, it’s an attempt at fraud.

Don’t open an account at someone else’s request. If someone else asks you to open a Simple Account — such as a real estate company, prospective employer, or someone you met online — it is likely an attempt at fraud.

Be alert for unemployment insurance fraud. You may be violating the law and the terms of your Simple Account if you receive deposits of unemployment funds on behalf of someone else. There are state and federal penalties for unemployment insurance fraud (including potential fines and incarceration). If you suspect you are a victim of unemployment fraud, contact the appropriate state fraud hotline listed here.

Don’t receive funds on behalf of a third party. Keep in mind that receiving funds on behalf of a third party violates the terms and conditions of your Simple Account; in such instances, we may restrict and/or close your account and hold the funds while we await direction from enforcement agencies.

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