There is a document in which your money balance is calculated. It contains the amount emerged in the past few months.
The original Japanese sentence uses the expression that sounds like "You will get a document, and this is when you have go back to the past few months (to estimate the amount)." This doesn't help, but it wants to say that money balance or the amount in the past few months will be considered.
Are these phrases OK, or do you know any similar expression in English to describe the situation?
a. the document going back to the past few months
b. the document containing the amount emerged in the past few months.
money balanc e is not a natural phrase. More common is eg you r account balance, (ie all the money in your account. For each account you have, you usually get an account statement , which shows all the deposits and withdrawals singe the last statement.
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money balance is not a natural phrase. More common is eg your account balance, (ie all the money in your account.
Statements are commonly issued monthly or every quarter or every year.
emerged is not a suitable word in