- Following the rollout of PDF statements, the new Excel format offers enhanced flexibility for managing expenses
- Highly appreciated by Chartered Accountants for simplifying their work and by users who leverage AI tools for personalized spending insights
Paytm (One97 Communications Limited), India’s leading payments and financial services distribution company and the pioneer of QR codes, Soundbox, and mobile payments, has expanded its UPI statement download feature for Paytm UPI users by adding Excel format alongside the previously available PDF option. This new rollout, now available to all users, enables seamless analysis of spending, efficient financial management, and simplified tax preparation with enhanced flexibility.
This innovative and comprehensive DIY solution enablesPaytm UPI users to download detailed UPI transaction statements for specific date ranges or financial years in both PDF and Excel formats. This feature provides greater flexibility for users to manage their finances effectively. The service also includes ‘notes’ added during payments and ‘tags’ assigned afterward, making reconciliation and analysis seamless. It has been highly appreciated by Chartered Accountants for its detailed narration, which simplifies their work, as well as by customers who use AI tools to gain personalized spending insights.
The UPI statement download feature is available under the ‘Balance & History’ section of the Paytm app. Paytm UPI users who have linked their bank accounts and have Paytm UPI handles with Axis Bank (@ptaxis), Yes Bank (@ptyes), State Bank of India (@ptsbi), or HDFC Bank (@pthdfc) can easily select their preferred date range and download statements in just a few clicks, streamlining financial tracking and analysis.
Paytm spokesperson said, “As pioneers in mobile payments, we constantly strive to enhance our users’ experience with innovative solutions. With the introduction of UPI statement downloads in Excel format, we aim to provide our users with the flexibility they need for seamless financial management and analysis.” In addition to the UPI statement download, Paytm offers UPI Lite for small transactions, RuPay Credit Card linking for credit-based UPI payments, and auto-pay for effortless recurring bill payments. The platform also allows users to link their bank accounts and create UPI IDs for seamless self-account transfers, peer-to-peer transactions, and online and offline payments.
Steps to download UPI statement in Excel format
- Open the Paytm App and go to the ‘Balance & History’ section
- Tap on ‘Download UPI Statement’ under payment history
- Select the desired date range for your statement.
- Choose ‘Excel’ as the format and tap ‘Download’ to save and access your statement
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