> For the complete documentation index, see [llms.txt](https://help.givechariot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.givechariot.com/account-management/account-statements.md).

# Account Statements

Chariot provides a complete view of all financial activity in your **Chariot Deposit Account** through the Ledger and Statements sections. These are designed primarily for finance teams and should be used alongside the Deposits view to understand how funds were received and move over time.

<figure><img src="/files/HRcuIc0GoSZyfxnLym3v" alt=""><figcaption></figcaption></figure>

### Ledger Table

Shows every transaction in and out of your Chariot account. This includes deposits from connected payment sources as well as outbound transfers to your external bank account. Each entry appears as a line item, giving you a full, chronological record of account activity.

***

### Statements

Allows you to generate structured reports of your account activity. You can select a custom date range and download your data in **BAI2, CSV, or PDF** format depending on your accounting and reporting needs. Monthly bank statements are generated on the first of each month for the previous month’s activity, and you’ll be notified by email.

<figure><img src="/files/B2t1XhK4Y6PlFVCu0eZd" alt="" width="563"><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.givechariot.com/account-management/account-statements.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
