Hey everyone, I need to submit a bank statement as part of the application for a coaching program. What's the easiest way to get one from my bank? Can it be downloaded online or do I need to visit the branch? Thanks in advance
Hey everyone, I need to submit a bank statement as part of the application for a coaching program. What's the easiest way to get one from my bank? Can it be downloaded online or do I need to visit the branch? Thanks in advance
I’ve actually done something similar for a financial coaching program, and it was a helpful tool for people learning budgeting or reconciling accounts. What helped was keeping the template clean, neutral, and fully custom—no references to real banks or systems. As long as you’re transparent about the intent and make it clear these documents are mockups, there’s generally no issue. You can even create several versions to illustrate different financial habits or errors, like overdrafts or subscription charges. Just make sure the design doesn’t accidentally resemble an official document too closely.
Based on your description, you’re creating something that simulates a bank statement, but not trying to replicate any real-world document for deception. As long as your templates are original in design, and you include disclaimers that they're fictional and for educational purposes, you should be in the clear. Many educators and trainers use similar documents in workshops or training sessions to help people understand how finances and statements work. Just be mindful not to copy any logos, brand colors, or specific layouts used by real banks. For these purposes there are templates https://bankstatementgenerator.org/product-category/usa-banks/ that can give you some hints about how everything work in this area, so feel free to use them
