Balances

Here you can view the current account balances for your client's bank accounts. Select an account from the top list to view the account balances over time.

You can display the account balances over time either as a table or as a chart. To do this, select the desired account in the list and click on the corresponding option at the top of the toolbar.

If you are missing some accounts in the list, this may be because accounts without a balance are hidden by default. To change this, uncheck the box next to Hide bank accounts without account balance out.