Moneybase Business Transaction Statement and Reporting

A number of reports are available on Moneybase Business.

These include:

• Cash Statement

• Investment Portfolio

• Income Report

• Tax Certificate

• Gain/Loss Analysis

• Statement of Fees

To access these reports, log in to your Moneybase Business account on the app and tap your profile button in the top-left corner, showing your initials and business account name. Select Reports and choose the report you would like to generate.

For each report type, you can select the relevant parameters, following which the report will be sent to the designated business email address.