What's the Account Balance Summary?

On Account Balance pages, you will always see summary widgets at the top. They are designed to provide at-a-glance visibility into your account without any number crunching. 

mceclip0.png

Available Balance - Total of balances from all funding sources and users within your account. This is the total funds your account has as available to spend.

Transaction Summary  - Sum of account balance activities by category based on when the balance was added or removed. This is filtered to show the current month by default, which you can modify at the top right corner.

Total Funds Added  - Total external funds added to your account. Sum of invoices or credit card payments created.

Total Spend - Sum of charges and credits related to sends, sourcing orders, and special projects based on when charges or credits were posted to your account.*

* This might be different from the creation date of a send.

Was this article helpful?
2 out of 13 found this helpful

Comments

0 comments

Article is closed for comments.