Need an official snapshot of your funds?
Sequence makes it easy to generate Statement Balance PDFs - perfect for documentation, compliance, or approvals.
Why can Sequence generate these?
Because every Income Source in Sequence is a real checking account, held with our banking partner, Thread Bank, we’re able to generate legitimate, bank-backed statement balances.
That means the documents include:
Verified account details
Accurate, up-to-the-moment balances and transactions
Confirmation of funds held at an FDIC-insured institution
You’re not just getting a dashboard view - you’re getting a bank-certified balance.
Where to find it
Open the Activity Log from the left-hand sidebar
Click Download reports
Select Official account statement from the dropdown
Choose the account(s) you want to download statements for
Types of statement balances available
You’ll be able to generate:
Account-specific - shows balance for a single Income Source or Pod
Beneficiary-specific - shows balance tied to a specific person or entity
Account-wide - a full summary across all your Sequence accounts
What’s included in the Statement Balance PDF
Each statement includes:
Statement period (e.g. Jun 01 2025 – Jun 30 2025)
Your name and address
Thread Bank’s name and address
Account number (partially redacted)
A full transaction history:
Dates
Descriptions
Withdrawals, Deposits, and Running Balances
Opening and closing balances
Total debit and credit for the period
Fees summary (if any)
Timestamped and downloadable
Need a different kind of documentation?
Check out the Account Verification Letter or Generate a Voided Check to cover other use cases.