What details are included in a Historical Balances & Transaction History Asset Report?

What details are included in a Historical Balances & Transaction History Asset Report?

In an Asset report, you'll find a summary page that includes essential applicant information like their name, phone number, and email address. This summary also presents an overview of the applicant's connected bank accounts, listing the institution's name, the account details, and the current account balance.

The information you'll have access to within this report includes historical daily ending balances within the chosen time frame. This data will also reveal the minimum and maximum daily ending balances during that period. Additionally, you'll find a complete transaction history, which includes descriptions, inflow and outflow amounts, and the daily ending balance for each transaction within the specified time frame.


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