Accessing your Moneybase reports is simple, secure, and available via both the app and web platform.
How to request a report:
- Log in to your Moneybase app or web account
- Tap More (bottom right on app) and go to Reports
- Select the report type
- Choose your currency, account, and date range
- A secure, one-time-use link will be sent to your registered email
Reports are delivered in a way to ensure both security and ease of access:
- Reports are sent via secure links instead of attachments
- Each link is single-use and expires after 24 hours
- On mobile, links open directly in the app
- On desktop, links open or download via your browser
- If you have multiple accounts, the correct one opens automatically in the background
Available reports
- Cash Statement – e-money account activity
- Investment Portfolio – holdings and valuation
- Income Report – dividend and interest income
- Tax Certificate – for tax filing and compliance
- Gain/Loss Analysis – realised and unrealised gains
- Statement of Fees – breakdown of fees charged
FAQs
- Link expired? Re-request the report for a new link
- Can I forward the link? No, links are single-use and tied to your account
- Trouble opening on mobile? Make sure your app is up to date, or try a desktop browser