Monthly statement

Summarises the month: balances, money in and out, spending by category and top merchants.

Subject line: Your September statement is ready. Designed for Brightbank, a fictional fintech brand. Swap the logo, colors and images for yours. Replace each {{variable}} with your own value.

Monthly report

A light report: balances, money in and out tiles, category bars and the top merchants.

Dark dashboard

A dark forest dashboard: closing balance, one stacked category bar with legend, and a six month chart.

Paper statement

A formal document layout: account holder block, a ledger summary, category shares and the PDF attachment.

Variables

Variable	Example	Description
`statement_period`	September 2026	Month and year the statement covers.
`closing_balance`	€4,812.37	Balance on the last day of the month.
`logo_url`	https://assets.ui.sh/marks/1.svg?text=Brightbank&color=%230B7A5A&textColor=%231C1917&font=dm-sans	Brightbank logo for light backgrounds.
`logo_inverse_url`	https://assets.ui.sh/marks/1.svg?text=Brightbank&color=%235EF0B4&textColor=%23FFFFFF&font=dm-sans	Brightbank logo for dark backgrounds.
`statement_month`	September	Month the statement covers.
`opening_balance`	€3,204.18	Balance on the first day of the month.
`money_in`	€4,860.00	Total money in for the month.
`money_in_count`	4	Number of incoming payments.
`money_out`	€3,251.81	Total money out for the month.
`money_out_count`	63	Number of outgoing payments.
`category_1_name`	Rent and bills	Spending category name (row 1).
`category_1_amount`	€1,420.00	Amount spent in the category (row 1).
`category_1_percent`	44	Share of money out, used as the bar width (row 1).
`category_2_name`	Groceries	Spending category name (row 2).
`category_2_amount`	€612.35	Amount spent in the category (row 2).
`category_2_percent`	19	Share of money out, used as the bar width (row 2).
`category_3_name`	Eating out	Spending category name (row 3).
`category_3_amount`	€384.90	Amount spent in the category (row 3).
`category_3_percent`	12	Share of money out, used as the bar width (row 3).
`category_4_name`	Shopping	Spending category name (row 4).
`category_4_amount`	€318.76	Amount spent in the category (row 4).
`category_4_percent`	10	Share of money out, used as the bar width (row 4).
`category_5_name`	Transport	Spending category name (row 5).
`category_5_amount`	€296.40	Amount spent in the category (row 5).
`category_5_percent`	9	Share of money out, used as the bar width (row 5).
`category_6_name`	Other	Spending category name (row 6).
`category_6_amount`	€219.40	Amount spent in the category (row 6).
`category_6_percent`	6	Share of money out, used as the bar width (row 6).
`merchant_1_initials`	LP	Merchant initials for the icon (row 1).
`merchant_1_name`	Lindell Properties	Merchant name (row 1).
`merchant_1_count`	1	Number of payments to the merchant (row 1).
`merchant_1_category`	Rent and bills	Category of the merchant (row 1).
`merchant_1_amount`	€1,420.00	Total paid to the merchant (row 1).
`merchant_2_initials`	FM	Merchant initials for the icon (row 2).
`merchant_2_name`	FreshCart Market	Merchant name (row 2).
`merchant_2_count`	9	Number of payments to the merchant (row 2).
`merchant_2_category`	Groceries	Category of the merchant (row 2).
`merchant_2_amount`	€388.20	Total paid to the merchant (row 2).
`merchant_3_initials`	MT	Merchant initials for the icon (row 3).
`merchant_3_name`	Metro Transit	Merchant name (row 3).
`merchant_3_count`	12	Number of payments to the merchant (row 3).
`merchant_3_category`	Transport	Category of the merchant (row 3).
`merchant_3_amount`	€164.00	Total paid to the merchant (row 3).
`merchant_4_initials`	NE	Merchant initials for the icon (row 4).
`merchant_4_name`	Northwind Energy	Merchant name (row 4).
`merchant_4_count`	1	Number of payments to the merchant (row 4).
`merchant_4_category`	Rent and bills	Category of the merchant (row 4).
`merchant_4_amount`	€96.30	Total paid to the merchant (row 4).
`pdf_url`	https://example.com/statements/2026-09.pdf	Link to download the PDF statement.
`statement_number`	ST-2026-09-4821	Statement reference number.
`pdf_size`	184 KB	Size of the PDF statement.
`help_url`	https://example.com/help	Link to the help centre.
`privacy_url`	https://example.com/privacy	Link to the privacy policy.
`preferences_url`	https://example.com/settings/notifications	Link to the notification settings.
`legal_notice`	Brightbank Ltd is an authorised electronic money institution. Eligible deposits are protected up to €100,000.	Regulatory line shown in the footer.
`company_address`	Brightbank Ltd, 18 Canal Street, Dublin 2, Ireland	Registered company address.
`net_change`	€1,608.19	Difference between closing and opening balance.
`month_1_height`	65	Bar height in pixels, 80 for the highest month (row 1).
`month_2_height`	75	Bar height in pixels, 80 for the highest month (row 2).
`month_3_height`	68	Bar height in pixels, 80 for the highest month (row 3).
`month_4_height`	80	Bar height in pixels, 80 for the highest month (row 4).
`month_5_height`	67	Bar height in pixels, 80 for the highest month (row 5).
`month_6_height`	71	Bar height in pixels, 80 for the highest month (row 6).
`month_1_label`	Apr	Short month name on the chart (row 1).
`month_2_label`	May	Short month name on the chart (row 2).
`month_3_label`	Jun	Short month name on the chart (row 3).
`month_4_label`	Jul	Short month name on the chart (row 4).
`month_5_label`	Aug	Short month name on the chart (row 5).
`month_6_label`	Sep	Short month name on the chart (row 6).
`statement_url`	https://example.com/statements/2026-09	Link to the statement in the app.
`statement_range`	1 Sep to 30 Sep 2026	Exact dates the statement covers.
`customer_name`	Alex Morgan	Full name of the account holder.
`iban_masked`	IE29 BRBK •••• •••• 4821	Masked IBAN of the account.
`customer_first_name`	Alex	First name of the customer.
`pdf_name`	Brightbank-statement-2026-09.pdf	File name of the PDF statement.