Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • Download Bank Statements
  • Contact Our Team
  1. Settings

Bank Statements

Download monthly bank statements for your primary account, project accounts, or sub-projects to support financial transparency and reporting.

PreviousBuild Live P&L StatementsNextEnable ACH Pull

Last updated 18 days ago

Introduction

Download bank statements that include all posted transactions across the organization's accounts for each month to ensure you have a complete and accurate history of your financial activities in Mazlo.


Download Bank Statements

Step 1: Open 'Bank Statements' in the Settings

On the left-side menu, select 'Settings.' Then from the settings menu, select 'Bank Statements.'


Step 2: Download a Bank Statement

Click the download icon next to the account's name.

Select 'Individual Download' to see the primary account only, or 'Consolidated Download' to include all projects and sub-projects.


Step 3: Ensure Pop-ups are Enabled and Check the Downloads Folder


Step 4: Review the Bank Statement for Other Months

Close the current month by clicking on the arrow icon.

Use the arrow icon to open another month's bank statements.


Step 5: Download a Bank Statement for a Project Account

You can also download a bank statement for a project to review their activity for each month.

Select an 'Individual Download' to see the general project account only or 'Consolidated Download' to include all their sub-projects.


Contact Our Team

Please contact our team if you have any questions: .

support@mazlo.com