DigitalPanth Blog Business Finance How To Download Account Statement in SBI Yono App?
Finance

How To Download Account Statement in SBI Yono App?

How To Download Account Statement in SBI Yono App?

The State Bank of India (SBI) has released a digital banking app called YONO SBI, or You Only Need One. YONO wants to serve as a one-stop shop for all needs related to investing, insurance, lifestyle, banking, and shopping. This app can be used for a variety of tasks, such as making loan applications, starting an instant savings account, and even doing online shopping. Customers can access a range of services from the State Bank of India (SBI) via phone, smartphone, and the internet. In-person visits to the branch are not necessary. “Download Account Statement in SBI Yono App”.

The State Bank of India (SBI) offers the YONO app, an automated digital banking platform that gives customers access to a variety of financial services. All of your banking needs can be met with the YONO app from SBI. You can experience many digital facilities from the comfort of your home with the Yono SBI app for all of your daily needs. SBI clients may complete standard banking tasks like verifying transactions, creating fixed deposits, adding beneficiaries, and many more. Among all these facilities, one is account statement information. Online account statements are available for any month, year, or period that you want. The account statement can be viewed, printed, and saved as an Excel or PDF document online. The application has a user-friendly interface.

Also Read: What is YONO SBI App? Know the Benefits and Features.

How to Transfer Money From Google Pay to Bank Account?

The importance of a bank account statement.

Bank customers who have savings accounts can view these statements online by going to the bank’s website, signing into their net banking portal, or using the YONO app of SBI. While there are a number of valid reasons to examine your bank statements on a weekly basis, the major reasons consumers do so are to guard against fraud and also to make sure they don’t wind up having to pay excessive account maintenance fees.

There are many more reasons to obtain the account statement. As many of you know, financial organisations very often want a copy of your bank statement before approving a loan or processing a visa application. Consequently, it is a necessary record of your finances. In your busy routine, it becomes difficult to spare time to go to your bank for account statements or transaction data.

 Using SBI’s online and mobile banking platforms, you can effortlessly create your account statement using the YONO app. Online account statements are available for viewing, printing, and saving as an Excel or PDF file. They can be prepared for a specified range of dates, or they can be for any month and year.

How to download a bank statement from Yono SBI?

  • Download and install the YONO SBI app from the Play Store on your smartphone, then open it.
  • You’ll see a fresh page appear before you: VIEW BALANCE, QUICK PAY, and LOGIN are the three options that will be shown to you.
  • Select ‘Login’ from the menu by utilising the SBI YONO app on your phone and logging into your account.
  • Once you are logged in,

Select “Accounts” by tapping on it.

  • Now select your account number. Enter your account information.
  • The RELATIONSHIP OVERVIEW title will appear after a new page opens. This page displays the balance of your savings account. The balance amount figure can be clicked by touching on the arrow.
  • The TRANSACTIONS title will appear on a newly opened page. The screen displays your account statement.
  • TRANSACTIONS and SPEND ANALYSIS are the two options that you will notice there.
  • Your debited account is shown in red on this screen, while the credited amount is shown in green, providing transaction details.
  • You can download the statement for a specific account by selecting it.
  •  The “Statement” option should be tapped.
  • It will now be up to you to select the time frame for which you want the statement to be downloaded.
  • To obtain these account statements on your mobile device, select the first icon.
  •  On the other hand, select the second icon if you want it to be sent to your registered email address.
  • The “Download” button should be tapped.
  • You can download the PDF version of the statement to your phone.
  • On your device, tap the File Manager app after obtaining and uploading your transaction data to the registered mobile number.
  • Navigate to the Documents area and select the Account Statement (1) PDF option. For the statement to be downloaded as a PDF file, tap the Passbook symbol.
  • You will now see a message before a new page opens. You’ll be prompted to enter the password here because this file is protected. You cannot open this PDF file ordinarily because it is password-protected. However, it can only be opened with the right password.
  • The account statement will be saved as a PDF on your mobile device.

SBI Mini Statement.

Account holders can use SBI’s Mini Statement service to inquire about recent debit and credit transactions made to their account. From the savings account, they can monitor the previous 10 SBI transactions.  Aside from mobile applications, missed calls, SMS, and other means, there are other ways to obtain SBI mini-statements. The consumer must get their phone number registered with the bank in order to access the mini-statement.

Tips to download a bank statement from Yono SBI.

  • Verify that the internet connection you have is steady.
  • Make sure your phone has adequate storage before downloading the statement using the YONO SBI app.
  • Make sure a PDF reader is installed on your computer before downloading the statement from the YONO SBI website.
  • By choosing the “Excel” option over the “PDF” option, you can also download the statement in Excel format.

Conclusion.

Investors, creditors, lenders, business managers, and owners of financial institutions need bank statements to evaluate an individual’s creditworthiness. Banks and credit card businesses require these statements to confirm borrower applications. Bank statements are required as proof of income or employment for anyone seeking for loan, mortgage, or financial aid.

 Organisations require bank statements as identification documentation and to provide a summary of an individual’s investment and spending patterns. Bank statements are used in conjunction with numerous national documents and are regarded as legitimate documents for identity verification because they contain personally identifiable information.

FAQ`s

Is it possible to register both of my SBI bank account numbers with the same phone number?

For using the small statement services, you can register the same phone number for two SBI bank accounts.

What is the process for downloading my six-month YONO SBI bank statement?

View your statement on your mobile device with the YONO app by selecting the date range under the ‘Account’ section. To get the SBI bank statement to download to your phone, click the passbook symbol here. 

Exit mobile version