From Tax Filing to Expense Tracking — How India’s Best Payments App Makes It Easier with PDF and
Excel UPI Statements
Mumbai, 26 th May 2025: Mobile payments are now an everyday habit, and keeping track of where your
money goes has never been more important especially during tax season. Paytm, India’s leading mobile
payments and financial services platform, now makes it easier to download UPI statements for tax filing,
budget planning, or Excel-based expense tracking right from the app.
With just a few taps, users can download UPI transaction history in PDF or Excel, making it useful for tax-
saving documentation, reimbursement claims, personal budgeting, or monthly spend analysis.
This new feature reflects Paytm’s commitment to providing smarter ways to manage and access
personal finance data. Whether it’s resolving a payment issue, checking past spending patterns, or
sharing records with your CA or financial planner, the statement includes all essential transaction details
such as date, time, amount, recipient name and others ensuring every UPI payment is clearly
documented.
Available to all Paytm UPI users with bank accounts linked via Axis Bank (@ptaxis), Yes Bank (@ptyes),
SBI (@ptsbi), or HDFC Bank (@pthdfc), this feature is a step forward in making digital finance easier,
especially for those using Excel for personal finance management or preparing for income tax
submissions.
How to Download Your UPI Statement on Paytm (PDF or Excel):
- Open the Paytm app and tap ‘Balance & History’ on the home screen
- Scroll to ‘Payment History’ and tap the three-dot menu beside it
- Select ‘Download UPI Statement’
- Choose the date range or financial year
- Pick your preferred format: PDF or Excel
- Tap ‘Request’ to generate your statement. It will appear under ‘Requested Statements’
Whether you’re filing taxes, managing monthly expenses, or downloading your UPI history for financial
records, Paytm’s easy-to-use UPI statement download offers a reliable, quick, and secure way to stay
organised with no extra effort and zero hassle.
