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Statement format

On the member-balance screen, your transactions are grouped by calendar month with a per-month subtotal. Each group lists the transactions for that month, newest first, and shows the net change to your balance for that month.

The statement view is the canonical presentation of your ledger. It is what you scroll when you want to answer “what did I pay this syndicate last month?” or “why is my balance what it is?”.

  • Member — reads their own statement.
  • Owner, admin, treasurer — reads any member’s statement from that member’s balance screen.
  • Member balance: /syndicates/:syndicateId/my-balance. The transaction list below the headline balance is the statement view.

Each transaction row carries:

ColumnWhat it shows
DateThe transaction’s creation date (UTC), shown in your timezone.
TypeHuman-readable label for the transaction type.
DescriptionOne-line summary. Usage charges show “X hrs at £Y/hr”; shortfalls show the shortfall hours and rate; event charges name the event.
AmountDebit or credit, in the syndicate’s currency. Debits positive, credits negative.
LinkWhere applicable, a tap opens the related booking or expense.

Each month group carries:

ElementWhat it shows
Month headerThe month and year (e.g. “March 2026”).
Monthly netSum of all transaction amounts in that month. Positive = your balance rose that month; negative = it fell.
  • Grouping is by calendar month in UTC. A transaction posted at 23:30 on 31 March UK time (23:30 UTC in winter, 22:30 UTC in summer) may appear in March or April depending on how daylight saving and the transaction’s creation time interact — the UTC month determines the group.
  • Transactions are displayed in the order the repository returned them (newest first by default). Within a month, order is preserved.
  • The monthly net is a simple sum of signed amounts. It is not a running balance — for that, use the Balance headline on the screen.
  • Usage date vs creation date. Each usage-related transaction also carries a usage date (the date the flight happened). The statement view groups by creation date; the usage date is available on the transaction record for downstream reporting.
  • A reversal appears as its own row, in the month it was posted — not in the month of the transaction it reverses.
  • There is no built-in PDF export or emailed statement at present. To share your statement with someone, screenshot or copy the on-screen rows.