Financial Reports is a feature used to generate lists of transactions right in our web or mobile app.
How to find the feature in the web platform:
Open the CoinLoan web platform on your PC or laptop.
Head to My Account.
Click Reports in the drop-down menu.
My Account — Web platform
How to find the feature in the mobile app:
Choose the Settings module.
Settings — Mobile app
After that, you'll see a page where you can set the parameters of your report: choose the desired type, format, and period.
Financial Reports Parameters – Mobile and web app
The types of reports we offer are the following:
Wallet transactions: you will see all your wallet transactions, such as Interest Account withdrawals, Instant Loans payments, etc., completed in a given period.
Interest Account transactions: in the Interest Account statement, you will see daily interest accrual for every asset you held in a given period, withdrawals, etc.
Interest Account statement
Earned Interest: the report shows the total interest amount earned for each asset you hold in your Interest Account.
Earned Interest report
PDF vs CSV format
You can generate reports in PDF or CSV. The PDF report is usually required by financial institutions, such as banks, tax offices, and so on, depending on crypto regulations in your country of residence. The CSV one is better for individual use because you can copy and paste the data. It is also suitable for the management accounting of our corporate clients.
For each report type, we offer the following period options to choose from:
As of 2021, options are the following:
Month-to-date is a period that starts at the beginning of the current month and ends at the current date.
Quarter-to-Date is a period that starts at the beginning of the current quarter and ends at the current date.
Year-to-Date is a period that starts at the beginning of the current year and ends at the current date.
As for 2018 to 2020, you can choose an annual report.
After setting all the parameters, press the Generate Report button. Generation time can vary from a few seconds to one minute, depending on how many transactions the system needs to add to your report.