PDF templates / Statement

Bank Statement

Multi-page A4 bank-style statement with institution letterhead, account header strip, period summary panel (opening/closing balance, total debits/credits) and a full transaction ledger (date · description · debit · credit · running balance) that splits across pages with a page-numbered footer and disclosures.

First page of the Bank Statement template, rendered with its sample data
statement-bank.pdfpage 1 of 3

DSL source

The whole template. Learn the language in the template DSL guide.

js
const navy = "#0a2540";
const accent = "#c9a24a";
const ink = "#1a1a1a";
const muted = "#6b7280";
const hair = "#d9dde3";
const panelBg = "#f5f7fa";

const txCols = [
  ["Date", "auto"],
  ["Description", "1fr"],
  ["Debit", "auto", "right"],
  ["Credit", "auto", "right"],
  ["Balance", "auto", "right"],
];

const chargeCols = [
  ["Description", "1fr"],
  ["Period", "auto"],
  ["Amount", "auto", "right"],
];

const creditCols = [
  ["Description", "1fr"],
  ["Amount", "auto", "right"],
];

const usageCols = [
  ["Metric", "1fr"],
  ["Included", "auto", "right"],
  ["Used", "auto", "right"],
  ["Overage", "auto", "right"],
];

const template = doc(
  { size: "A4", title: "Statement {{statementNumber}}", padding: [28, 32, 28, 32] },

  // Letterhead
  r({ "margin": [0, 0, 0, 10] },
    col("62%",
      s({ "font-family": "Inter", "font-size": 18, "font-weight": 700, "color": navy }, "{{institution.name}}"),
      s({ "font-size": 8.5, "color": muted, "margin": [0, 3, 0, 0] }, "{{institution.address1}} · {{institution.address2}}"),
      s({ "font-size": 8.5, "color": muted, "margin": [0, 1, 0, 0] }, "{{institution.phone}} · {{institution.website}}"),
      s({ "font-size": 8.5, "color": muted, "margin": [0, 1, 0, 0] }, "{{institution.supportHours}}"),
      s({ "font-size": 8.5, "color": muted, "margin": [0, 1, 0, 0] }, "Routing {{institution.routingNumber}} · SWIFT {{institution.swift}}"),
    ),
    col("38%",
      s({ "font-size": 9, "color": muted, "align": "right" }, "ACCOUNT STATEMENT"),
      s({ "font-family": "Inter", "font-size": 13, "font-weight": 700, "color": ink, "align": "right", "margin": [0, 3, 0, 0] }, "{{statementNumber}}"),
      s({ "font-size": 8.5, "color": muted, "align": "right", "margin": [0, 4, 0, 0] }, "Period: {{period.label}}"),
      s({ "font-size": 8.5, "color": muted, "align": "right", "margin": [0, 1, 0, 0] }, "Issued: {{issuedOn}}"),
    ),
  ),

  hr(0, accent),

  // Account header strip
  r({ "background-color": navy, "padding": [10, 12, 10, 12], "margin": [0, 10, 0, 10] },
    col("40%",
      s({ "font-size": 7.5, "color": "#aab7c4" }, "ACCOUNT HOLDER"),
      s({ "font-family": "Inter", "font-size": 11, "font-weight": 700, "color": "#ffffff", "margin": [0, 2, 0, 0] }, "{{account.holder}}"),
      s({ "font-size": 8.5, "color": "#c9d2dc", "margin": [0, 2, 0, 0] }, "{{account.type}}"),
    ),
    col("30%",
      s({ "font-size": 7.5, "color": "#aab7c4" }, "ACCOUNT NUMBER"),
      s({ "font-family": "Cousine", "font-size": 10, "color": "#ffffff", "margin": [0, 2, 0, 0] }, "{{account.number}}"),
      s({ "font-size": 8.5, "color": "#c9d2dc", "margin": [0, 2, 0, 0] }, "BSB {{account.bsb}} · {{account.currency}}"),
    ),
    col("30%",
      s({ "font-size": 7.5, "color": "#aab7c4" }, "BRANCH"),
      s({ "font-size": 10, "color": "#ffffff", "margin": [0, 2, 0, 0] }, "{{account.branch}}"),
    ),
  ),

  // Balance panel
  r({ "margin": [0, 0, 0, 10] },
    col("25%", { "background-color": panelBg, "padding": [10, 10, 10, 10], "margin": [0, 0, 4, 0] },
      s({ "font-size": 7.5, "color": muted }, "OPENING BALANCE"),
      s({ "font-family": "Inter", "font-size": 13, "font-weight": 700, "color": ink, "margin": [0, 3, 0, 0] }, "${{openingBalance}}"),
      s({ "font-size": 8, "color": muted, "margin": [0, 2, 0, 0] }, "{{period.start}}"),
    ),
    col("25%", { "background-color": panelBg, "padding": [10, 10, 10, 10], "margin": [0, 0, 4, 0] },
      s({ "font-size": 7.5, "color": muted }, "TOTAL DEBITS"),
      s({ "font-family": "Inter", "font-size": 13, "font-weight": 700, "color": "#b42318", "margin": [0, 3, 0, 0] }, "−${{totalDebits}}"),
      s({ "font-size": 8, "color": muted, "margin": [0, 2, 0, 0] }, "{{transactionCount}} entries"),
    ),
    col("25%", { "background-color": panelBg, "padding": [10, 10, 10, 10], "margin": [0, 0, 4, 0] },
      s({ "font-size": 7.5, "color": muted }, "TOTAL CREDITS"),
      s({ "font-family": "Inter", "font-size": 13, "font-weight": 700, "color": "#027a48", "margin": [0, 3, 0, 0] }, "+${{totalCredits}}"),
      s({ "font-size": 8, "color": muted, "margin": [0, 2, 0, 0] }, "Deposits & refunds"),
    ),
    col("25%", { "background-color": navy, "padding": [10, 10, 10, 10] },
      s({ "font-size": 7.5, "color": "#aab7c4" }, "CLOSING BALANCE"),
      s({ "font-family": "Inter", "font-size": 13, "font-weight": 700, "color": "#ffffff", "margin": [0, 3, 0, 0] }, "${{closingBalance}}"),
      s({ "font-size": 8, "color": "#c9d2dc", "margin": [0, 2, 0, 0] }, "{{period.end}}"),
    ),
  ),

  // Transactions
  s({ "font-family": "Inter", "font-size": 10, "font-weight": 700, "color": navy, "margin": [0, 4, 0, 6] }, "TRANSACTION HISTORY"),
  table(txCols, "tx in transactions",
    [
      ["{{tx.date}}", "auto"],
      ["{{tx.description}}", "1fr"],
      ["{{tx.debit ? '$' + tx.debit : ''}}", "auto", "right"],
      ["{{tx.credit ? '$' + tx.credit : ''}}", "auto", "right"],
      ["${{tx.balance}}", "auto", "right"],
    ],
  ),

  totals([
    ["Opening balance", "${{openingBalance}}"],
    ["Total debits", "−${{totalDebits}}"],
    ["Total credits", "+${{totalCredits}}"],
    ["Closing balance", "${{closingBalance}}", true],
  ], txCols),

  // Charges
  gap(10),
  s({ "font-family": "Inter", "font-size": 10, "font-weight": 700, "color": navy, "margin": [0, 0, 0, 6] }, "BILLED CHARGES"),
  table(chargeCols, "c in charges",
    [
      ["{{c.description}}", "1fr"],
      ["{{c.period}}", "auto"],
      ["${{c.amount}}", "auto", "right"],
    ],
  ),

  // Credits
  gap(8),
  s({ "font-family": "Inter", "font-size": 10, "font-weight": 700, "color": navy, "margin": [0, 0, 0, 6] }, "CREDITS APPLIED"),
  table(creditCols, "cr in credits",
    [
      ["{{cr.description}}", "1fr"],
      ["−${{cr.amount}}", "auto", "right"],
    ],
  ),

  // Usage
  gap(8),
  s({ "font-family": "Inter", "font-size": 10, "font-weight": 700, "color": navy, "margin": [0, 0, 0, 6] }, "USAGE THIS PERIOD"),
  table(usageCols, "u in usage",
    [
      ["{{u.metric}}", "1fr"],
      ["{{u.included}}", "auto", "right"],
      ["{{u.used}}", "auto", "right"],
      ["{{u.overage}}", "auto", "right"],
    ],
  ),

  // Summary
  gap(10),
  r(
    col("55%",
      s({ "font-family": "Inter", "font-size": 10, "font-weight": 700, "color": navy, "margin": [0, 0, 0, 6] }, "PAYMENT INSTRUCTIONS"),
      s({ "font-size": 8.5, "color": ink, "line-height": 1.4 }, "{{paymentInstructions}}"),
      s({ "font-size": 8, "color": muted, "margin": [0, 8, 0, 0], "line-height": 1.4 }, "{{disclosures}}"),
    ),
    col("45%", { "background-color": panelBg, "padding": [12, 14, 12, 14] },
      s({ "font-family": "Inter", "font-size": 10, "font-weight": 700, "color": navy, "margin": [0, 0, 0, 6] }, "AMOUNT DUE"),
      r({ "margin": [0, 0, 0, 3] },
        col("65%", s({ "font-size": 9, "color": ink }, "Subtotal")),
        col("35%", s({ "font-size": 9, "color": ink, "align": "right" }, "${{summary.subtotal}}")),
      ),
      r({ "margin": [0, 0, 0, 3] },
        col("65%", s({ "font-size": 9, "color": ink }, "Credits applied")),
        col("35%", s({ "font-size": 9, "color": "#027a48", "align": "right" }, "−${{summary.creditsApplied}}")),
      ),
      r({ "margin": [0, 0, 0, 3] },
        col("65%", s({ "font-size": 9, "color": ink }, "{{summary.taxLabel}}")),
        col("35%", s({ "font-size": 9, "color": ink, "align": "right" }, "${{summary.taxAmount}}")),
      ),
      hr(4, hair),
      r({ "margin": [0, 2, 0, 0] },
        col("55%", s({ "font-family": "Inter", "font-size": 11, "font-weight": 700, "color": navy }, "Balance due")),
        col("45%", s({ "font-family": "Inter", "font-size": 13, "font-weight": 700, "color": navy, "align": "right" }, "${{summary.balanceDue}}")),
      ),
      s({ "font-size": 8.5, "color": muted, "align": "right", "margin": [0, 4, 0, 0] }, "Due {{summary.dueDate}}"),
    ),
  ),

  ftrPages("Cascadia FCU · Statement STMT-2026-03-0048271"),
);

const sampleData = {
  "statementNumber": "STMT-2026-03-0048271",
  "account": {
    "number": "**** **** **** 4829",
    "holder": "Harriet Okonkwo-Salazar",
    "type": "Everyday Chequing — Gold",
    "branch": "Northline Seattle — 0412",
    "currency": "USD",
    "bsb": "104-827"
  },
  "institution": {
    "name": "Cascadia Federal Credit Union",
    "address1": "200 Pike Street, Suite 1800",
    "address2": "Seattle, WA 98101",
    "phone": "+1 (206) 555-0137",
    "website": "www.cascadiafcu.com",
    "supportHours": "Mon–Fri 07:00–19:00 PT · Sat 08:00–14:00 PT",
    "routingNumber": "325070760",
    "swift": "CASCUS33"
  },
  "period": {
    "start": "1 March 2026",
    "end": "31 March 2026",
    "label": "1 March 2026 – 31 March 2026"
  },
  "issuedOn": "2 April 2026",
  "openingBalance": "8,421.74",
  "closingBalance": "6,984.55",
  "totalDebits": "9,284.17",
  "totalCredits": "7,846.98",
  "transactionCount": 47,
  "transactions": [
    { "date": "1 March 2026", "description": "Opening balance brought forward", "balance": "8,421.74" },
    { "date": "2 March 2026", "description": "Direct deposit — Northline Studios Payroll", "credit": "3,284.55", "balance": "11,706.29" },
    { "date": "2 March 2026", "description": "Transfer to Savings ****2201", "debit": "600.00", "balance": "11,106.29" },
    { "date": "3 March 2026", "description": "Card purchase — Blue Bottle Coffee, Pine St", "debit": "6.75", "balance": "11,099.54" },
    { "date": "3 March 2026", "description": "Card purchase — Whole Foods Market #384", "debit": "142.18", "balance": "10,957.36" },
    { "date": "4 March 2026", "description": "Automatic payment — Seattle City Light", "debit": "138.42", "balance": "10,818.94" },
    { "date": "4 March 2026", "description": "Card purchase — Chevron #0294 (fuel)", "debit": "62.30", "balance": "10,756.64" },
    { "date": "5 March 2026", "description": "Card purchase — Amazon Marketplace", "debit": "89.12", "balance": "10,667.52" },
    { "date": "6 March 2026", "description": "ATM withdrawal — Cascadia Broadway Branch", "debit": "200.00", "balance": "10,467.52" },
    { "date": "6 March 2026", "description": "Card purchase — Sunlight Pharmacy", "debit": "34.87", "balance": "10,432.65" },
    { "date": "7 March 2026", "description": "Direct debit — Northline Rent (Landlord LLC)", "debit": "2,450.00", "balance": "7,982.65" },
    { "date": "8 March 2026", "description": "Card purchase — Trader Joe's #172", "debit": "78.44", "balance": "7,904.21" },
    { "date": "8 March 2026", "description": "Refund — Zappos (order 884-1172)", "credit": "59.99", "balance": "7,964.20" },
    { "date": "9 March 2026", "description": "Card purchase — Metro Transit pass", "debit": "99.00", "balance": "7,865.20" },
    { "date": "10 March 2026", "description": "Card purchase — Elliott Bay Book Company", "debit": "42.88", "balance": "7,822.32" },
    { "date": "11 March 2026", "description": "Card purchase — Starbucks Pike Place", "debit": "7.40", "balance": "7,814.92" },
    { "date": "11 March 2026", "description": "Card purchase — QFC Grocery #812", "debit": "64.19", "balance": "7,750.73" },
    { "date": "12 March 2026", "description": "Incoming wire — Salazar-Okonkwo Consulting LLC", "credit": "1,850.00", "balance": "9,600.73" },
    { "date": "12 March 2026", "description": "Wire fee — Incoming domestic", "debit": "15.00", "balance": "9,585.73" },
    { "date": "13 March 2026", "description": "Card purchase — Delta Airlines e-ticket", "debit": "418.60", "balance": "9,167.13" },
    { "date": "13 March 2026", "description": "Automatic payment — Comcast Xfinity Internet", "debit": "94.99", "balance": "9,072.14" },
    { "date": "14 March 2026", "description": "Card purchase — REI Co-op Seattle Flagship", "debit": "186.22", "balance": "8,885.92" },
    { "date": "15 March 2026", "description": "Card purchase — Uber Technologies", "debit": "18.74", "balance": "8,867.18" },
    { "date": "16 March 2026", "description": "Direct deposit — Northline Studios Payroll", "credit": "3,284.55", "balance": "12,151.73" },
    { "date": "16 March 2026", "description": "Transfer to Savings ****2201", "debit": "600.00", "balance": "11,551.73" },
    { "date": "17 March 2026", "description": "Card purchase — Molly Moon's Ice Cream", "debit": "11.50", "balance": "11,540.23" },
    { "date": "17 March 2026", "description": "Card purchase — Top Pot Doughnuts", "debit": "9.80", "balance": "11,530.43" },
    { "date": "18 March 2026", "description": "Automatic payment — GEICO Auto Insurance", "debit": "147.32", "balance": "11,383.11" },
    { "date": "18 March 2026", "description": "Card purchase — Pagliacci Pizza Capitol Hill", "debit": "29.45", "balance": "11,353.66" },
    { "date": "19 March 2026", "description": "Card purchase — Target Store T-1289", "debit": "112.87", "balance": "11,240.79" },
    { "date": "20 March 2026", "description": "Check #1042 — Green Leaf Landscaping", "debit": "320.00", "balance": "10,920.79" },
    { "date": "21 March 2026", "description": "Card purchase — Costco Wholesale #0112", "debit": "248.66", "balance": "10,672.13" },
    { "date": "22 March 2026", "description": "Card purchase — Apple Online Store", "debit": "129.00", "balance": "10,543.13" },
    { "date": "23 March 2026", "description": "Card purchase — The Whisky Bar Seattle", "debit": "64.50", "balance": "10,478.63" },
    { "date": "23 March 2026", "description": "Card purchase — Lyft Ride", "debit": "22.15", "balance": "10,456.48" },
    { "date": "24 March 2026", "description": "Mortgage payment — Cascadia FCU Home Loans", "debit": "2,412.84", "balance": "8,043.64" },
    { "date": "24 March 2026", "description": "Card purchase — Safeway #1487", "debit": "87.93", "balance": "7,955.71" },
    { "date": "25 March 2026", "description": "Refund — Amazon (order 112-8847291)", "credit": "43.88", "balance": "7,999.59" },
    { "date": "26 March 2026", "description": "Card purchase — Tacos Chukis", "debit": "18.50", "balance": "7,981.09" },
    { "date": "27 March 2026", "description": "Card purchase — Paramount Theatre (tickets)", "debit": "164.00", "balance": "7,817.09" },
    { "date": "28 March 2026", "description": "Direct debit — LA Fitness Seattle", "debit": "49.99", "balance": "7,767.10" },
    { "date": "29 March 2026", "description": "Card purchase — Walgreens #4812", "debit": "28.44", "balance": "7,738.66" },
    { "date": "29 March 2026", "description": "ATM withdrawal — 7-Eleven University Way", "debit": "100.00", "balance": "7,638.66" },
    { "date": "30 March 2026", "description": "Interest earned — Chequing tier bonus", "credit": "8.41", "balance": "7,647.07" },
    { "date": "30 March 2026", "description": "Card purchase — Pike Place Fish Market", "debit": "54.20", "balance": "7,592.87" },
    { "date": "31 March 2026", "description": "Monthly account maintenance fee", "debit": "8.32", "balance": "7,584.55" },
    { "date": "31 March 2026", "description": "Transfer to Savings ****2201", "debit": "600.00", "balance": "6,984.55" },
    { "date": "31 March 2026", "description": "Closing balance carried forward", "balance": "6,984.55" }
  ],
  "charges": [
    { "description": "Platform subscription — Automation Suite (seat × 24)", "period": "1–31 Mar 2026", "amount": "2,880.00" },
    { "description": "Usage overage — API renders beyond plan allowance", "period": "1–31 Mar 2026", "amount": "184.60" },
    { "description": "Premium Support — Tier 2 SLA", "period": "1–31 Mar 2026", "amount": "299.00" },
    { "description": "Custom fonts add-on", "period": "1–31 Mar 2026", "amount": "49.00" },
    { "description": "Data egress — EU region transfer", "period": "1–31 Mar 2026", "amount": "27.18" }
  ],
  "credits": [
    { "description": "Annual prepay discount (pro-rated March portion)", "amount": "120.00" },
    { "description": "Service credit — 2026-03-14 incident (SEV-2, 42 min)", "amount": "48.00" }
  ],
  "usage": [
    { "metric": "PDF renders", "included": "50,000", "used": "58,420", "overage": "8,420" },
    { "metric": "API credits", "included": "12,000", "used": "11,764", "overage": "0" },
    { "metric": "Storage (GB)", "included": "25", "used": "18.4", "overage": "0" },
    { "metric": "Custom fonts", "included": "2 families", "used": "3 families", "overage": "1 family" },
    { "metric": "Egress (GB)", "included": "200", "used": "213.6", "overage": "13.6" }
  ],
  "summary": {
    "subtotal": "3,439.78",
    "creditsApplied": "168.00",
    "taxRate": 0.088,
    "taxLabel": "Sales Tax (WA 8.8%)",
    "taxAmount": "288.00",
    "balanceDue": "3,559.78",
    "dueDate": "20 April 2026"
  },
  "paymentInstructions": "Automatic payment scheduled for 20 April 2026 from the account ending in 4829. To update payment method or dispute a charge, contact billing@northline.studio within 30 days of statement date.",
  "disclosures": "This statement is provided for informational purposes. Review all entries carefully. Report any unauthorized transactions to Cascadia FCU within 60 days of the statement date. Member FDIC. Equal Housing Lender."
};

Sample data

json
{
  "statementNumber": "STMT-2026-03-0048271",
  "account": {
    "number": "**** **** **** 4829",
    "holder": "Harriet Okonkwo-Salazar",
    "type": "Everyday Chequing — Gold",
    "branch": "Northline Seattle — 0412",
    "currency": "USD",
    "bsb": "104-827"
  },
  "institution": {
    "name": "Cascadia Federal Credit Union",
    "address1": "200 Pike Street, Suite 1800",
    "address2": "Seattle, WA 98101",
    "phone": "+1 (206) 555-0137",
    "website": "www.cascadiafcu.com",
    "supportHours": "Mon–Fri 07:00–19:00 PT · Sat 08:00–14:00 PT",
    "routingNumber": "325070760",
    "swift": "CASCUS33"
  },
  "period": {
    "start": "1 March 2026",
    "end": "31 March 2026",
    "label": "1 March 2026 – 31 March 2026"
  },
  "issuedOn": "2 April 2026",
  "openingBalance": "8,421.74",
  "closingBalance": "6,984.55",
  "totalDebits": "9,284.17",
  "totalCredits": "7,846.98",
  "transactionCount": 47,
  "transactions": [
    {
      "date": "1 March 2026",
      "description": "Opening balance brought forward",
      "balance": "8,421.74"
    },
    {
      "date": "2 March 2026",
      "description": "Direct deposit — Northline Studios Payroll",
      "credit": "3,284.55",
      "balance": "11,706.29"
    },
    {
      "date": "2 March 2026",
      "description": "Transfer to Savings ****2201",
      "debit": "600.00",
      "balance": "11,106.29"
    },
    {
      "date": "3 March 2026",
      "description": "Card purchase — Blue Bottle Coffee, Pine St",
      "debit": "6.75",
      "balance": "11,099.54"
    },
    {
      "date": "3 March 2026",
      "description": "Card purchase — Whole Foods Market #384",
      "debit": "142.18",
      "balance": "10,957.36"
    },
    {
      "date": "4 March 2026",
      "description": "Automatic payment — Seattle City Light",
      "debit": "138.42",
      "balance": "10,818.94"
    },
    {
      "date": "4 March 2026",
      "description": "Card purchase — Chevron #0294 (fuel)",
      "debit": "62.30",
      "balance": "10,756.64"
    },
    {
      "date": "5 March 2026",
      "description": "Card purchase — Amazon Marketplace",
      "debit": "89.12",
      "balance": "10,667.52"
    },
    {
      "date": "6 March 2026",
      "description": "ATM withdrawal — Cascadia Broadway Branch",
      "debit": "200.00",
      "balance": "10,467.52"
    },
    {
      "date": "6 March 2026",
      "description": "Card purchase — Sunlight Pharmacy",
      "debit": "34.87",
      "balance": "10,432.65"
    },
    {
      "date": "7 March 2026",
      "description": "Direct debit — Northline Rent (Landlord LLC)",
      "debit": "2,450.00",
      "balance": "7,982.65"
    },
    {
      "date": "8 March 2026",
      "description": "Card purchase — Trader Joe's #172",
      "debit": "78.44",
      "balance": "7,904.21"
    },
    {
      "date": "8 March 2026",
      "description": "Refund — Zappos (order 884-1172)",
      "credit": "59.99",
      "balance": "7,964.20"
    },
    {
      "date": "9 March 2026",
      "description": "Card purchase — Metro Transit pass",
      "debit": "99.00",
      "balance": "7,865.20"
    },
    {
      "date": "10 March 2026",
      "description": "Card purchase — Elliott Bay Book Company",
      "debit": "42.88",
      "balance": "7,822.32"
    },
    {
      "date": "11 March 2026",
      "description": "Card purchase — Starbucks Pike Place",
      "debit": "7.40",
      "balance": "7,814.92"
    },
    {
      "date": "11 March 2026",
      "description": "Card purchase — QFC Grocery #812",
      "debit": "64.19",
      "balance": "7,750.73"
    },
    {
      "date": "12 March 2026",
      "description": "Incoming wire — Salazar-Okonkwo Consulting LLC",
      "credit": "1,850.00",
      "balance": "9,600.73"
    },
    {
      "date": "12 March 2026",
      "description": "Wire fee — Incoming domestic",
      "debit": "15.00",
      "balance": "9,585.73"
    },
    {
      "date": "13 March 2026",
      "description": "Card purchase — Delta Airlines e-ticket",
      "debit": "418.60",
      "balance": "9,167.13"
    },
    {
      "date": "13 March 2026",
      "description": "Automatic payment — Comcast Xfinity Internet",
      "debit": "94.99",
      "balance": "9,072.14"
    },
    {
      "date": "14 March 2026",
      "description": "Card purchase — REI Co-op Seattle Flagship",
      "debit": "186.22",
      "balance": "8,885.92"
    },
    {
      "date": "15 March 2026",
      "description": "Card purchase — Uber Technologies",
      "debit": "18.74",
      "balance": "8,867.18"
    },
    {
      "date": "16 March 2026",
      "description": "Direct deposit — Northline Studios Payroll",
      "credit": "3,284.55",
      "balance": "12,151.73"
    },
    {
      "date": "16 March 2026",
      "description": "Transfer to Savings ****2201",
      "debit": "600.00",
      "balance": "11,551.73"
    },
    {
      "date": "17 March 2026",
      "description": "Card purchase — Molly Moon's Ice Cream",
      "debit": "11.50",
      "balance": "11,540.23"
    },
    {
      "date": "17 March 2026",
      "description": "Card purchase — Top Pot Doughnuts",
      "debit": "9.80",
      "balance": "11,530.43"
    },
    {
      "date": "18 March 2026",
      "description": "Automatic payment — GEICO Auto Insurance",
      "debit": "147.32",
      "balance": "11,383.11"
    },
    {
      "date": "18 March 2026",
      "description": "Card purchase — Pagliacci Pizza Capitol Hill",
      "debit": "29.45",
      "balance": "11,353.66"
    },
    {
      "date": "19 March 2026",
      "description": "Card purchase — Target Store T-1289",
      "debit": "112.87",
      "balance": "11,240.79"
    },
    {
      "date": "20 March 2026",
      "description": "Check #1042 — Green Leaf Landscaping",
      "debit": "320.00",
      "balance": "10,920.79"
    },
    {
      "date": "21 March 2026",
      "description": "Card purchase — Costco Wholesale #0112",
      "debit": "248.66",
      "balance": "10,672.13"
    },
    {
      "date": "22 March 2026",
      "description": "Card purchase — Apple Online Store",
      "debit": "129.00",
      "balance": "10,543.13"
    },
    {
      "date": "23 March 2026",
      "description": "Card purchase — The Whisky Bar Seattle",
      "debit": "64.50",
      "balance": "10,478.63"
    },
    {
      "date": "23 March 2026",
      "description": "Card purchase — Lyft Ride",
      "debit": "22.15",
      "balance": "10,456.48"
    },
    {
      "date": "24 March 2026",
      "description": "Mortgage payment — Cascadia FCU Home Loans",
      "debit": "2,412.84",
      "balance": "8,043.64"
    },
    {
      "date": "24 March 2026",
      "description": "Card purchase — Safeway #1487",
      "debit": "87.93",
      "balance": "7,955.71"
    },
    {
      "date": "25 March 2026",
      "description": "Refund — Amazon (order 112-8847291)",
      "credit": "43.88",
      "balance": "7,999.59"
    },
    {
      "date": "26 March 2026",
      "description": "Card purchase — Tacos Chukis",
      "debit": "18.50",
      "balance": "7,981.09"
    },
    {
      "date": "27 March 2026",
      "description": "Card purchase — Paramount Theatre (tickets)",
      "debit": "164.00",
      "balance": "7,817.09"
    },
    {
      "date": "28 March 2026",
      "description": "Direct debit — LA Fitness Seattle",
      "debit": "49.99",
      "balance": "7,767.10"
    },
    {
      "date": "29 March 2026",
      "description": "Card purchase — Walgreens #4812",
      "debit": "28.44",
      "balance": "7,738.66"
    },
    {
      "date": "29 March 2026",
      "description": "ATM withdrawal — 7-Eleven University Way",
      "debit": "100.00",
      "balance": "7,638.66"
    },
    {
      "date": "30 March 2026",
      "description": "Interest earned — Chequing tier bonus",
      "credit": "8.41",
      "balance": "7,647.07"
    },
    {
      "date": "30 March 2026",
      "description": "Card purchase — Pike Place Fish Market",
      "debit": "54.20",
      "balance": "7,592.87"
    },
    {
      "date": "31 March 2026",
      "description": "Monthly account maintenance fee",
      "debit": "8.32",
      "balance": "7,584.55"
    },
    {
      "date": "31 March 2026",
      "description": "Transfer to Savings ****2201",
      "debit": "600.00",
      "balance": "6,984.55"
    },
    {
      "date": "31 March 2026",
      "description": "Closing balance carried forward",
      "balance": "6,984.55"
    }
  ],
  "charges": [
    {
      "description": "Platform subscription — Automation Suite (seat × 24)",
      "period": "1–31 Mar 2026",
      "amount": "2,880.00"
    },
    {
      "description": "Usage overage — API renders beyond plan allowance",
      "period": "1–31 Mar 2026",
      "amount": "184.60"
    },
    {
      "description": "Premium Support — Tier 2 SLA",
      "period": "1–31 Mar 2026",
      "amount": "299.00"
    },
    {
      "description": "Custom fonts add-on",
      "period": "1–31 Mar 2026",
      "amount": "49.00"
    },
    {
      "description": "Data egress — EU region transfer",
      "period": "1–31 Mar 2026",
      "amount": "27.18"
    }
  ],
  "credits": [
    {
      "description": "Annual prepay discount (pro-rated March portion)",
      "amount": "120.00"
    },
    {
      "description": "Service credit — 2026-03-14 incident (SEV-2, 42 min)",
      "amount": "48.00"
    }
  ],
  "usage": [
    {
      "metric": "PDF renders",
      "included": "50,000",
      "used": "58,420",
      "overage": "8,420"
    },
    {
      "metric": "API credits",
      "included": "12,000",
      "used": "11,764",
      "overage": "0"
    },
    {
      "metric": "Storage (GB)",
      "included": "25",
      "used": "18.4",
      "overage": "0"
    },
    {
      "metric": "Custom fonts",
      "included": "2 families",
      "used": "3 families",
      "overage": "1 family"
    },
    {
      "metric": "Egress (GB)",
      "included": "200",
      "used": "213.6",
      "overage": "13.6"
    }
  ],
  "summary": {
    "subtotal": "3,439.78",
    "creditsApplied": "168.00",
    "taxRate": 0.088,
    "taxLabel": "Sales Tax (WA 8.8%)",
    "taxAmount": "288.00",
    "balanceDue": "3,559.78",
    "dueDate": "20 April 2026"
  },
  "paymentInstructions": "Automatic payment scheduled for 20 April 2026 from the account ending in 4829. To update payment method or dispute a charge, contact billing@northline.studio within 30 days of statement date.",
  "disclosures": "This statement is provided for informational purposes. Review all entries carefully. Report any unauthorized transactions to Cascadia FCU within 60 days of the statement date. Member FDIC. Equal Housing Lender."
}

Render it with your data

Any API key can render this template by its ID. This call uses the sample data; add a data object to use your own. See the API reference.

bash
curl -X POST https://makespdf.com/api/v1/render \
  -H "Authorization: Bearer $MAKESPDF_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"templateId": "statement-bank"}' \
  -o output.pdf