Paytm has expanded its UPI statement download feature by introducing an Excel format option, enhancing its financial management tools for users. The feature, which was previously limited to PDF downloads, now allows users to retrieve detailed transaction records in an easily analysable format, catering to individual users, accountants, and businesses.
From what is understood, the update enables Paytm UPI users to download statements for specific date ranges or financial years in both PDF and Excel formats. According to the company, the inclusion of transaction notes and tags makes reconciliation more efficient. Chartered accountants and financial analysts have welcomed the feature for its structured data presentation, while some users are leveraging AI tools to extract spending insights.
“As pioneers in mobile payments, we continuously innovate to enhance user experience. The introduction of UPI statement downloads in Excel format provides users with the flexibility they need for seamless financial management and analysis,” a Paytm spokesperson said.
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How to download UPI statements in Excel format?
The statement download option is available under the ‘Balance & History’ section of the Paytm app. Users who have linked their bank accounts with Paytm UPI handles via Axis Bank, Yes Bank, State Bank of India, or HDFC Bank can select their preferred date range and download statements in a few clicks.
To download a UPI statement in Excel format, users need to open the Paytm app and navigate to the ‘Balance & History’ section. Under the payment history, they can tap on ‘Download UPI Statement,’ choose the desired date range, select ‘Excel’ as the format, and then tap ‘Download’ to save the statement.
The move comes as Paytm continues to expand its digital financial services. The platform already offers UPI Lite for small transactions, RuPay Credit Card linking for UPI-based credit payments, and auto-pay for recurring bills. It also allows users to link multiple bank accounts and create UPI IDs for seamless peer-to-peer transfers and merchant payments.
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