A Month-to-Date (MTD) statement provides a summary of all transactions from the beginning of the current month up to the present date. This document is often required for financial verification, loan applications, and other business purposes. Below are multiple ways to obtain your MTD statement and ensure it is properly formatted as a PDF.
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1. Online Banking (Web Browser)
Most banks offer the option to download an MTD statement through their online banking portals. Follow these steps:

• Log in to your bank’s website using your credentials.
• Navigate to the Statements or Transaction History section.
• Select the option for a Month-to-Date statement.
• Choose the format you prefer (PDF, CSV, or Excel).
• Download and save the file to your computer.

2. Mobile Banking App
If your bank provides a mobile banking app, you can often download your MTD statement directly from your phone:

• Open your bank’s mobile app and sign in.
• Locate the Statements or Transaction History section.
• Select the option to generate an MTD statement.
• Choose the preferred format and download it to your phone.
• You can then email it to yourself or save it to cloud storage.

If your bank’s app doesn’t allow PDF downloads, try logging in through a desktop browser. If that's not possible, take screenshots of the transactions, print them, then scan and save them as a single PDF file.

3. Using Windows (Save as PDF Option)
For Windows users, you can save your MTD statement as a PDF using the print function:

• Log in to your bank account through a web browser on your Windows computer.
• Press Ctrl + P to open the print dialog.
• In the "Destination" section, select Microsoft Print to PDF as the printer.
• Click Print (this won’t actually print the document).
• Choose a location to save the PDF (we recommend the Desktop for easy access).
• Once saved, you can email or upload the document as needed.

If you cannot download or save the file, print the statement on paper, then scan it and save it as a PDF before sending it.

4. Using a Mac (Save as PDF Option)
​For Mac users, there's a built-in way to save your MTD statement as a PDF:

• Log in to your bank account through a web browser on your Mac.
• Press Command (⌘) + P to bring up the print dialog.
• The system will ask which printer to use. Select Save as PDF.
• Choose a location to save the file (we recommend the Desktop for easy access).
• Once saved, you can email or upload the document as needed.

If you cannot download or save the file, print the statement on paper, then scan it and save it as a PDF before sending it.

5. Visiting a Bank Branch
If you prefer an in-person approach, you can request an MTD statement at your bank’s local branch:

• Visit your bank and speak with a representative.
• Provide identification and account details.
• Request a Month-to-Date statement.
• The bank may print it for you or email it to your registered email address.

6. Calling Customer Support
Some banks allow you to request an MTD statement over the phone:

• Call your bank’s customer service number.
• Verify your identity by answering security questions.
• Request your MTD statement.
• The representative may email it to you or provide instructions for downloading it.

7. ATM Statement Printout
Certain ATMs allow you to print a mini statement showing recent transactions:

• Insert your debit card into an ATM.
• Enter your PIN and select Account Statement.
• Choose the time frame (if available) or recent transactions.
• Print the statement.

Note: ATM statements are often not accepted for financial verification since they lack full transaction details. If this is the only option available, scan and send it, but verify if it will be accepted.

8. Using Third-Party PDF Tools (Only If Allowed by Your Bank)
​If your bank does not provide a direct PDF download, you can use third-party tools to convert your statement into a PDF:

• Open your MTD statement in Excel or Word.
• Click File > Save As > PDF.
• Save the file and send it as needed.

Warning: Some banks do not allow statements to be converted externally for security reasons. Always ensure that the document remains unchanged and unaltered.

9. Scanning a Printed Statement (Final Option)
If no digital download options work, you can print and scan your statement to create a PDF:

• Print the statement from your bank's website.
• Use a scanner or a mobile scanning app (e.g., Adobe Scan, CamScanner, Microsoft Lens, or iPhone’s Notes app).
• Save the scanned file as a PDF.
• Email or upload the document as needed.

Troubleshooting & Common Issues

• Can’t find the statement? Try searching for "eStatements", "Transaction History", or "Account Activity" in your bank portal.
• No "Print to PDF" option on Windows? Ensure "Microsoft Print to PDF" is installed, or use another browser.
• File won’t download? Try clearing your browser’s cache or switching to another browser (Chrome, Edge, Firefox, or Safari).
• Bank doesn’t offer digital statements? Visit a branch or call customer service to request an emailed version.
• Statement not showing full details? Ensure you select Month-to-Date instead of a shorter time frame (e.g., last 7 days).

Important:
​✔ Ensure the file is in PDF format before sending.
✔ Screenshots or non-scanned printouts may not be accepted.
✔ If printing and scanning, ensure all pages are included and readable.

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