# Feature💡On-Demand Bank Statements

**URL:** <https://neofinancial.discourse.group/t/feature-on-demand-bank-statements/4777>\
**Category:** Building Neo\
**Tags:** feature\
**Created:** [March 22, 2026, 9:58pm UTC](https://neofinancial.discourse.group/t/feature-on-demand-bank-statements/4777 "2026-03-22T21:58:48Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![DDmytro](https://avatars.discourse-cdn.com/v4/letter/d/e9c0ed/32.png) [@DDmytro](https://neofinancial.discourse.group/u/DDmytro)\
**Post date:** [March 22, 2026, 9:58pm UTC](https://neofinancial.discourse.group/t/feature-on-demand-bank-statements/4777/1 "2026-03-22T21:58:48Z")

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# On-Demand Custom Bank Statements

## User Story

As someone filling out a rental application or opening an account at another bank, I want to generate a tailored bank statement on the spot, so that I only share what’s relevant and the data reflects my most recent transactions.

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## What This Does

Instead of waiting for a monthly statement that may be outdated or contain more than you want to share, you can generate a statement right now — customized to your needs.

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## Statement Types

| Type | What’s included |

|—|—|

| **Quick Statement** | Account list, current balances, personal info — no transaction history |

| **Standard Statement** | Full monthly statement for a selected month |

| **Custom Date Range** | All transactions within a date range you specify |

| **Reduced (Private) Statement** | Standard statement with counterparty details hidden — amounts and dates preserved |

| **Custom** _(future)_ | Full control: filter by date, transaction type, counterparty, and amount |

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## Functional Requirements

- Generate any of the above statement types from within the app

- **Quick Statement** includes: your personal data, all accounts, and current balances — no transactions

- **Custom Date Range** covers all operations within the specified period

- **Reduced Statement** strips identifying info about other parties while keeping all financial figures intact

- **Custom Statement** filters by:

- Date range

- Transaction type

- Participating party

- Amount (above / below threshold)

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## Implementation Notes

> Custom date range statements work best in an event-driven architecture, where transaction data can be efficiently aggregated across arbitrary time windows.

> 

> Note: if transactions are filtered out in a custom statement, the closing balance shown will reflect the full account balance — not a balance derived from the filtered transactions alone.

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_Which statement type would be most useful to you? Have you ever been stuck waiting for a statement that was already outdated by the time it arrived?_

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**Author:** ![mcguire74](https://avatars.discourse-cdn.com/v4/letter/m/47e85d/32.png) [@mcguire74](https://neofinancial.discourse.group/u/mcguire74)\
**Post date:** [April 6, 2026, 4:28pm UTC](https://neofinancial.discourse.group/t/feature-on-demand-bank-statements/4777/2 "2026-04-06T16:28:05Z")

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This is BIG! As I am currently working through a new mortgage, I need statements. As a business owner, if they add a proper neo business account, I am going to need statements. This is pretty much a minimum requirement for all financial institutions.