The Statements and Reports section of your Dwolla account provides you with multiple ways to view and download your transaction history. Under the Statements section, you can download a PDF transaction summary or CSV monthly transaction report.

Additionally, the Transaction Summary tool can be utilized to download a transaction report for a specified date range. This tool allows you to select start and end dates and choose the type of file to download (CSV or Quickbooks).

To access Statements & Reports:

1. Click on the triangle next to your avatar

2. Next, click on "Statements & Reports" in the drop-down menu


Download a Transaction Summary of a specified date range:

1. Go to the Statements page

2. Enter the start and end dates for your desired transaction summary report

3. Select the type of transaction activity to include (all activity, masspay, or fees)

4. Click CSV or Quickbooks to download the desired file type


Download your monthly payment history or account statement:

1. Go to the Statements page

    a. Click the "CSV" link next to each month to download your monthly payment history

    b. Click the "View" link next to each month to download your monthly account statement

2. A .CSV file will download to your computer, which you can open using Microsoft Excel or any other common spreadsheet program or financial software. The file will include a separate column for Type, Date, Time, Amount, Dwolla ID, Transaction Type, Sender/Recipient Name, and Comments. (note: CSV files for Non-Profit accounts also include donor information)

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Financial institutions play an important role in the Dwolla network.

Dwolla, Inc. is an agent of Veridian Credit Union and Compass Bank and all funds associated with your account in the Dwolla network are held in pooled accounts at Veridian Credit Union and Compass Bank. These funds are not eligible for individual insurance, including FDIC insurance and may not be eligible for share insurance by the National Credit Union Share Insurance Fund. Dwolla, Inc. is the operator of a software platform that communicates user instructions for funds transfers to Veridian Credit Union and Compass Bank.