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.
On the app, tap your profile button in the top-left corner, showing your initials and name or account name, then select Reports.
Select the report type.
Choose the relevant currency, account and date range.
A secure, one-time-use link will be sent to your registered email address.
Reports are delivered securely and are easy to 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 Moneybase app.
On desktop, links open or download via your browser.
If you have multiple accounts, the correct account will open 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
Contract Notes – contract notes for executed trades
Interest / Dividend Report – dividend and interest advices
FAQs
Link expired? Re-request the report to receive a new link.
Can I forward the link? No. Links are single-use and tied to your account.
Trouble opening the link on mobile? Make sure your Moneybase app is up to date, or try opening the link using a desktop browser.
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