> 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="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2Ferf0HAsjWp5HfbOzJcfK%2FGroup%201948763941.png?alt=media&amp;token=27a8debd-f7cf-451e-96f7-bc1af3108ef5" 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="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2FtS56LS2yK91kIeFtaBIL%2FLedger.png?alt=media&amp;token=6ab408fd-911c-4912-96fc-403778bdaa4c" 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 by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.