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Downloading a Float Account Statement

  • Updated

Float account statements give you a full record of account activity and are available separately for both Cash and Charge accounts. You can download them as PDFs, which are immutable, audit-ready, and ideal for sharing with auditors or stakeholders, or as CSVs, which are flexible, structured for reconciliation, and easy to filter or combine when needed.

For more information on statements, see:

Statements Overview
Statements FAQ 

 

Guide Overview

How to Download a PDF Statement

How to Download a CSV Statement

How to Download Legacy Statements

Statement Periods

 

How to Download a PDF Statement

  1. Log in to your account at app.floatfinancial.com
  2. Go to Accounts > Statements
  3. Click on Statements > PDF Statements
  4. Locate the account and currency you want (e.g., Cash CAD, Charge CAD, Cash USD, Charge USD)
  5. Use the date field dropdown menu to select the period you need 
  6. Click Download PDF

You’ll receive an email notification when the file is ready. Open the email, click Download Statement, and you’ll be redirected to the Statements page. The PDF will then download to your computer automatically.

 

Please note: PDF statements will only be generated after the statement period is complete (e.g. October's statement can only be generated on November 01)

 

 

How to Download a CSV Statement

  1.  
    1. Log in to your account at app.floatfinancial.com
    2. Go to Accounts > Statements
    3. Click on CSV Statements
    4. Use the date picker to select a date range 

    5. Locate the account and currency you want (e.g., Cash CAD, Charge CAD, Cash USD, Charge USD)

    6. Click Download CSV

You’ll receive an email notification when the file is ready. Open the email, click Download Statement, and you’ll be redirected to the Statements page. The CSV will then download to your computer automatically.

 

How to Download Legacy Statements 

You can still access and download statements in the old format for a limited time. These are referred to as legacy statements.

To download:

  1. Log in to your account at app.floatfinancial.com

  2. Go to Accounts → Statements

  3. Select Legacy Statements and open the dropdown arrow

  4. Use the date picker to choose your date range

  5. Click Download PDF

The statement will download directly to your computer.

 

Statement Periods

Cash accounts: Statements always run from the first to the last day of the month (e.g., May 1–May 31). PDFs are fixed to these periods, while CSVs allow custom date ranges.

Charge accounts: Statements follow your contracted charge billing cycle (14-day or 30-day). Each statement runs from 12:00 AM ET on the first day of your cycle to the last second of the last day of your cycle. Each statement runs from 12:00 AM ET on the first day of your cycle to the last second of the last day of your cycle. Meaning that your statement will reset at 12:00 AM ET on the first day of the new cycle.

 

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