Where Can I Find My UPI Transaction History on Paytm? (Step-by-Step Guide)

Keeping track of your digital expenses is crucial, and Paytm makes it incredibly easy to view your financial footprint.] Whether you need to verify a payment sent to a merchant, check if a refund has arrived, or download a statement for tax purposes, everything is located in one central hub: “Balance & History”.

Here is the detailed, step-by-step process to find, filter, and download your UPI transaction history on the Paytm app.

Method 1: The Quick View (Recent Transactions)

This is the fastest way to check your last few payments or received money.

1. Open Paytm App: Launch the Paytm application on your smartphone.
2. Locate ‘Balance & History’: On the home screen, look for the icon labeled “Balance & History”. It is usually located in the top row of icons or under the “My Paytm” section.
3. View History: Once you tap it, scroll down past your bank account balances. You will see a section titled “Payment History”.
4. Details: This list shows all recent transactions (UPI, and Postpaid) mixed together. You can see:
   • Name: Who you paid or received money from.
   • Amount: Debited (black) or Credited (green).
   • Status: Successful, Pending, or Failed.

Method 2: How to Download a Detailed UPI Statement

If you need a formal record for tax filing or expense tracking, looking at the screen isn’t enough. You need a downloadable file.

1. Go to “Balance & History”.
2. Scroll down to the “Payment History” list.
3. Look for the “Download Statement” icon (usually a small arrow or document icon) or tap the three dots in the top-right corner.
4. Select “Download UPI Statement”.
5. Choose Date Range: You can select:
   • Last 1 Month
   • Last 3 Months
   • Last 6 Months
   • Previous Financial Year
   • Custom Date Range (Select your own Start and End date).
6. Select Format: Choose between PDF (best for reading) or Excel (best for calculations).
7. Tap “Request Statement”. The file will be generated instantly and can be shared via WhatsApp, Email, or saved to your files.

Method 3: Finding a Specific Transaction (Using Filters)

If you are looking for that one specific payment you made 4 months ago, don’t scroll endlessly. Use filters.

1. In the “Payment History” section, tap the Filter icon (funnel shape) usually located next to the search bar.
2. Filter by Status: Select “Success”, “Pending”, or “Failed”.
3. Filter by Type: Select “Paid” (Money sent) or “Received” (Money in).
4. Filter by Instrument: Select specific bank accounts if you have multiple linked.
5. Tap Apply. The app will show only the transactions that match your criteria.