How to Generate M-Pesa Statement

Left image
2024-02-17
Carl Paige

As a regular M-Pesa user, you will eventually need to evaluate your spending patterns, which calls for acquiring your M-Pesa statement. Safaricom has made it simple for its clients to obtain the M-Pesa statement online in a timely and efficient manner. This article will focus on teaching you everything you need to know about this service.

How to Generate M-Pesa Statement

Various Ways of Generating M-Pesa Statement

The m-Pesa statement is a record of all transactions that have been carried out by any user on the M-Pesa network. It contains comprehensive information, such as the payment processor's information, the parties involved, and a timestamp of when the transaction was completed.

How will you obtain your M-Pesa statement after that?

You have a choice of numerous ways to obtain your M-Pesa statement. But first, make sure that your registration for M-Pesa statements was successful.

How to use USSD to get your M-Pesa statement

When using the USSD, you might obtain two different M-Pesa transaction statements. That is both a brief and comprehensive statement.

  • A small statement simply shows the five most recent transactions, at most, on the statement.
  • A complete statement includes transactions for the selected period (usually up to 12 months).

How to obtain a brief statement

Follow these steps to obtain your M-Pesa mini statement:

  • Dial *234#
  • Choose "My Account" under option 7.
  • "M-Pesa statement" is option 3 to choose from.
  • Make a request statement by selecting option 1.
  • Option 0 "Last 5 Transactions" should be chosen. Your mini-Statement will be sent to you over SMS from Safaricom.

How to obtain a complete statement

To obtain a complete M-Pesa statement, follow these steps:

  • Dial *234#
  • "My account" is option 7; choose it.
  • Select "M-Pesa statement," option 3.
  • Select "request statement" under option 1.
  • Select "full statement," option 1.
  • Choose the "statement period" you want, such as one month.
  • Please enter the "recipient's email address." Safaricom will send you an email with the whole statement to the specified email address if the process is successful.

It's vital to remember that the complete statement document has a password and that the default password is your registered ID number.

How to use the SIM toolkit to get your M-Pesa statement

Additionally, your SIM Toolkit allows you to access your M-Pesa statement. The only statement you can obtain using this method is a brief one.

The steps are as follows:

  • Activate the Safaricom SIM Toolkit.
  • Choose "M-Pesa"
  • Choosing "my account."
  • Decide on a "small statement."
  • Type in your M-Pesa pin.

How to download M-Pesa statement online

  • Navigate to your email account and scroll down to the Safaricom email that contains your statement.
  • The M-Pesa statement is password-locked in the email.
  • When requested for a password, simply provide the identification document associated with your M-Pesa line.
  • It could be one of the following:
  • National Identification Card
  • Passport
  • Military identification
  • Diplomatic identification
  • Alien Identification

How to use the self-care portal to obtain your M-Pesa statement

You will require the following to get your M-Pesa statement online:

  • A computer, tablet, or smartphone
  • An Internet connection for a browser
  • Name and phone number

Next, carry out the following actions:

  1. Go to the Safaricom self-care site in your browser.
  2. Create a profile (tap on the register button)
  3. Verify your cell phone number. Use a code issued to your phone number in the messages to confirm by retrieving it.
  4. Using the login information you used to create an account, see your M-Pesa statement.
  5. Follow the directions displayed on the screen. You'll have access to information about your transaction history.

How to use the M-Ledger app to access your M-Pesa statement

The M-Ledger app, which you can download from the App Store or Play Store, is another way to access your M-Pesa statement.    In this approach, your phone's M-Pesa messages are sifted through by the M-Ledger software, which then creates a database of them.

The app also does the following tasks:

  • You can view your current M-Pesa balance there.
  • Access to all of your most recent transactions
  • Determine your transaction expenses.
  • Provide you with access to sorted data for all of your transaction categories, including airtime and pay bills.
  • Give you a graph or chart with a summary of your data.

Advantages of M-Ledger

  • It is practical.
  • It's simple to utilize the app.
  • Examine your transaction in an approachable manner.

How to obtain your M-Pesa statement through the customer service department

You can also obtain your M-Pesa statement in person at a Safaricom Customer care facility. The staff members will confirm your identity and give you the statement for the required period.

Even though it's not very practical, it still functions. However, it is crucial to understand that, in contrast to other ways, this one requires payment (kshs.50).

FAQs

When will I receive my M-Pesa statement?

Your M-Pesa statement may take a while to arrive. It could take a few seconds or even up to 24 hours.

I need my six-month M-Pesa statement; How can I receive it?

Your six-month M-Pesa statement can be obtained most easily via USSD.

Dial *234# >> "My account" is option 7; choose it. Choose "M-Pesa statement" under option 3. Choose "request statement" under option 1. Choose "full statement" under option 1. the "6 months" option. your email address.

M-Ledger Advantages

It's convenient, simple to use, and does a fantastic job of converting your transactions into usable representations, as opposed to statements, which simply report the data as it is.

It's also the only technique here that gives you immediate access to M-Pesa statements for up to a year if you have M-PESA transaction SMS messages in your phone.  You can also go to the M-Ledger website and produce spreadsheets (Excel) of your transactions, as well as export the data to PDF, Word, and other formats.  This must be useful for business owners that utilize M-PESA.

Best Way to Access Your M-Pesa Statement With Safaricom Zuri

Did you know that Zuri, the AI assistant created by Safaricom, can also help you acquire your M-Pesa statement over the phone?

All you have to do to react is choose a number from the menu that is displayed to you in the chat. You will receive an SMS code on your phone after following all the on-screen instructions, which you will use to confirm your request.

Still, Experiencing Issues With How to Generate M-Pesa Statement?

Have you tried the aforementioned techniques as well as any other viable solutions to generate M-Pesa? Please contact the closest reputable professional phone repair provider at that point. Carlcare has you covered, so you don't need to worry about who is the most trustworthy. The majority of technical problems with customers' devices may be resolved promptly, effectively, and efficiently by our Carlcare Repair Services and Areas faculty at Carlcare. You can get solutions to your Android phone issues by visiting our website to chat with an agent or by going to the office that is closest to you. Call Carlcare right away for reliable phone repair services.

Conclusion

A crucial tool for both individuals and businesses is the M-Pesa statement. It will show you exactly when and how much money you spent using Safaricom's mobile payment system.

Finally, keep in mind that you may always contact Safaricom's customer service for additional support if you run into problems receiving your M-Pesa statement.