You can download Relay Visa® Credit Card statements as PDFs from Settings > Credit Statements on the web, once a billing cycle has closed. Select several cycles to export them at once. The Relay mobile app uses its own path.
What you need before you start
An active Relay Visa® Credit Card account
Sign-in access to your Relay account with Administrator, Manager, or Read-only permissions
A billing cycle that has already ended (statements generate the day after each cycle closes)
A desktop browser, if you want to export several statements at once, email a statement, or generate a custom report — those are web only
Where do I find my credit card statements on the web?
Credit card statements have their own page at Settings > Credit Statements, separate from the Account Statements page used for checking and savings. You can also open it from the account itself: go to Accounts, select your Relay Visa® Credit Card account, click the three dots menu, and choose View Statements.
Each row is one billing cycle. The Period column shows the dates of your credit billing cycle, as a date span.
Use Filters above the table to narrow the list by Date Range: pick a pre-set option (such as Last 30 Days,) or set your own range. Reset filters clears it again.
How do I download credit card statements on the web?
Select the billing cycles you want in Settings > Credit Statements, then click Export X Statements.
1. Sign in to your Relay account in a web browser. 2. Go to Settings, then select Credit Statements. You can also get there from Accounts > your credit card account > select the three dots in the top right > View Statements. 3. Find the billing cycle(s) you need statements for in the Period column. Tick the checkbox next to each cycle. To download just one, select the download icon on its row instead. 5. Click Export X Statements at the top right — the number matches how many you selected. 6. Select Export, as final confirmation. Statements save to your browser's downloads as PDFs.
How do I download credit card statements in the mobile app?
Open the Relay app, go to your credit account, and use the three-dot menu to pick a cycle and download the PDF.
Sign in to the Relay mobile app.
Navigate to the Accounts tab.
Open your Relay Visa® Credit Card account.
Tap the three vertical dots at the top-right.
Select the billing cycle you want (mobile lets you download one cycle at a time).
Tap Download to save the PDF.
Can I export several credit card statements at once?
Yes, on the web. Select every billing cycle you need, click Export X Statements at the top right, then select Export.
Each statement arrives as its own PDF. Credit card statements can't be combined into a single file, and PDF is the only format available — this is one way the credit page differs from your Account Statements page, where checking and savings statements can be merged into a single PDF.
When are credit card statements available?
A new statement is available the day after each billing cycle closes. The Relay Visa® Credit Card runs on a 30-day billing cycle set at approval, and that cycle date cannot be changed after the account opens.
Who can download credit card statements?
Team members and advisors with Administrator, Manager, or Read-only permissions on the credit account can download statements. If you need to add a team member, see the linked article on giving your team members access to your credit account.
Can I download a statement mid-cycle?
No. Statements are only available at the end of a billing cycle. If you need current transaction detail before the cycle closes, use the Transactions view on your credit account for a real-time list.
What file format are credit card statements in?
Credit statements download as PDF files. CSV and OFX export formats are on the roadmap but are not available yet, so plan to attach the PDF when sending statements to a bookkeeper or accountant.
Can I export my credit card transactions to a spreadsheet?
Yes, on the web, with a custom report. A custom report pulls your card transactions for a date range you choose, rather than a closed billing cycle — select Generate Custom Report from Settings > Credit Statements, choose which cards to include from the Cards list, and export it as PDF or CSV.
For the full walkthrough, see How to Generate a Custom Transaction Report in Relay.
Can I directly email a credit card statement to an accountant or bookkeeper, from my account?
Direct statement emailing is available on the web, one statement at a time, from the statement's row.
1. Go to Settings, then select Credit Statements. 2. Locate the statement you want to send and select the 3 dots on the right of its row. 4. Select Email Statement. 5. Enter the email address of your intended recipient. 6. Select Email Statement to confirm. Credit card statements are sent as PDFs.
Common issues
Credit Statements is empty. Your first billing cycle hasn't closed yet — the first statement appears the day after it does.
I'm looking for a specific month and only see date ranges. Credit statements follow your billing cycle, so a September statement is usually the cycle that straddles September. Check the dates in the Period column rather than the month name.
Download button is greyed out. You may be signed in under a permission level that does not include statement access. Ask an Administrator on the account to confirm your role.
PDF will not open on your phone. Save the file first, then open it from your Files or Downloads app; some in-browser previews on mobile struggle with multi-page statement PDFs.
Selected cycle is missing on mobile. The mobile app downloads one cycle at a time. Switch to the web to select multiple cycles in a single download.
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