Friday, May 23, 2025

Paytm Users Can Now Download UPI Expense Details In Excel! Here’s How To Do It Fast

Tracking your UPI expenses just got easier! Paytm now lets you download all your UPI transactions in Excel format. Whether you want to check spending habits, prepare taxes, or keep monthly records, this feature simplifies everything.

Why Download Your Paytm UPI Statement?

Managing digital transactions can be a headache. Thousands of users struggle to check individual payments on the app. Now, Paytm’s new feature allows you to download a detailed statement. You can view all transactions in one Excel sheet, making tracking effortless.

Here’s why you should try it:

  • Easily categorize payments by merchant, date, or amount.
  • Use Excel filters to sort personal and business expenses.
  • Quickly share expense sheets with accountants or family members.
  • Keep a monthly backup for financial planning.

How to Download Paytm UPI Statement in Excel

Follow these simple steps to get your UPI statement:

  1. Open your Paytm app and log in.
  2. Tap on Balance & History.
  3. Select Download UPI Statement.
  4. Choose the date range you want (example: last month).
  5. Select Excel format.
  6. Tap Download and save it to your phone or email it.

You’ll have an organized Excel sheet ready in seconds!

Quick Comparison: Paytm UPI Download Features

FeatureAvailable FormatAccess MethodBanks Supported
Downloadable StatementExcel, PDFPaytm App > Balance & HistoryAxis, Yes Bank, SBI, HDFC
Date Range SelectionYesCustomizableYes
Transaction Notes IncludedYesAuto-captured from paymentsYes
ShareableYesEmail, WhatsApp, or other appsYes

Who Can Use This?

This feature is available to Paytm users using UPI handles like:

  • @ptaxis (Axis Bank)
  • @ptyes (Yes Bank)
  • @ptsbi (SBI)
  • @pthdfc (HDFC Bank)

If your UPI ID belongs to one of these, you can start downloading immediately.

Benefits of Having Excel UPI Statements

  • Easier expense categorization and tax filing
  • No need to manually check each payment
  • Helps you avoid overspending
  • Supports financial planning and budgeting

Did You Know?

Paytm is the first UPI app in India to offer Excel downloads of transaction history—no need for third-party apps!

Also Read: Beat Tax Deadlines: Smart Last-Minute Investments You Can’t Miss!

Conclusion

Why waste time scrolling through endless UPI transactions? Download your Paytm UPI statement in Excel today. Keep your expenses in check, save time, and plan your finances better. It’s fast, simple, and free for all users!

Disclaimer

The information provided in this article is for general informational purposes only and does not constitute legal, tax, financial, or other professional advice. While every effort is made to ensure the accuracy and reliability of the information, laws and regulations may change, and individual circumstances vary.

Readers are encouraged to consult with qualified professionals or official government resources for personalized guidance regarding their specific situations. The author and publisher disclaim any liability for decisions made or actions taken based on the information provided herein.
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