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Pocket Statements
Updated over 9 months ago

Locate the Pocket Statements

To find the statements for your pockets, please follow the directions below:

  • Step 1: Open the Pockets section in the app and then tap on the pocket of your choice

  • Step 2: Choose the More Info section

  • Step 3: Tap the Pocket Statements button

  • Step 4: Choose the statement for the month of your choice

This process has to be done for each pocket separately as we don't offer one statement for all the pockets.


Pocket Statements Contents

The pocket statements may include:

  • Deposits to the pocket from the bank account

  • Withdrawals from the pocket to the bank account

  • Transfers from/to Investments, Stocks, Another Pocket

  • Transfers from/to Plum Interest

  • Interest payments

  • Referral Bonus payments

  • Refunds

  • Stocks dividends


Download Details

For iOS: you will be prompted to download/share the file when you press the Download button. You can save it to your files or share it through the app of your choice.

For Android: your file will be immediately downloaded when you press the Download button in the app. The file will be automatically saved in the Files/Documents app of your device. Please note that we will not show a download banner in your notifications area.

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