Account Statements

A Statement in Quiltt represents a periodic financial report associated with an Account issued by the end-user's financial institution. Statements typically provide a summary of account activity, balances, and other important information for a specific time period.

For a more comprehensive guide to working with statements, including setup and best practices, see our Account Statements Tutorial.

Link to this section#Schemas & Types

Link to this section#Queries

Statement queries allow you to fetch data about a specific Statement or a list of Statements associated with the Profile or an Account.

Link to this section#The statement Query

Looks up a Statement by its ID:

Link to this section#Response

Link to this section#The statements Query

Lists and filters the Statements associated with the Profile:

Link to this section#Response

Link to this section#Filtering Statements

You can filter statements using various criteria:

Link to this section#Filtering by Date Range and Account

Link to this section#Filtering for a Specific Date

Useful for bookkeeping or verifying transactions on a particular day:

Link to this section#Get Most Recent Statements for All Accounts

Link to this section#Accessing Statement PDFs

The url field in the Statement object provides a link to download the statement PDF. This URL has a 1-hour expiration, so make sure to use it promptly after retrieval.

Link to this section#Webhooks

Webhooks are the best way to be notified when new statements are available. To set up webhooks:

1. Access the Environment's "Webhooks" page in the Dashboard.
2. Create a new webhook subscription or edit an existing one.
3. Subscribe to the statement.ready event to be notified when a Statement is available with period metadata.

Link to this section#Sample Webhook Payload

If you have any questions or need further assistance with Account Statements on the Quiltt Platform, please contact our support team.