Understatement is the easiest way to get official bank statements, directly from your banks. All US banks that support Plaid's Statements product are supported.

Tax prep made easy. Now that's an understatement.

Pricing

Pick a plan based on how many bank accounts you have. While your subscription is active, Understatement collects each account's new statement every month.

  1. $10/month

    Up to 10 bank accounts

    Understatement Subscription (10 accounts for $10/mo)

  2. $20/month

    Up to 25 bank accounts

    Understatement Subscription (25 accounts for $20/mo)

  3. $75/month

    Up to 100 bank accounts

    Understatement Subscription (100 accounts for $75/mo)

The previous calendar year of statements can be purchased as a one-time fee.

How it works

  1. Create an Understatement profile for free and connect all your banks. You will be able to see which banks are supported before paying.
  2. Select a plan based on the number of bank accounts you have.
  3. Optionally purchase the previous calendar year of statements.
  4. Understatement will collect all the available statements from your banks, including the prior year if purchased.
  5. While your subscription is active, Understatement will automatically collect new statements each month.
  6. Download your statements from Understatement at any time.

Limitations

  1. Chase is not supported at this time (we are working on it).
  2. Investment accounts and credit cards are not supported.