How to download your Relay statement as a PDF
In Relay on the web, go to "Settings" and then "Account Statements" (or open an account and click "View Statements"), tick the statements you want, click "Export", choose a format and export. In the Relay app, open the "Accounts" tab, select the account, tap the three vertical dots and choose "Download statements".
Tips for converting Relay statements
Relay's web app can export statements as CSV or OFX as well as PDF, so you may not need a converter for Relay accounts. StatementCheap is useful for PDFs you already have, or when you want a balance-checked QuickBooks or Xero file.
What you get
- Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
- QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
- Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
- A reconciliation check: opening balance + money in − money out = closing balance.
Converting a lot of statements every month? Plans start at $9/month for 500 pages.