Finding your Shopify Balance transactions

You can search your transactions to find one by its description.

Steps:

1. From the Shopify Balance mobile app, tap the icon.
2. Tap the icon.
3. Enter your search term, and then tap Search on your keyboard. The search field closes, and your search term is displayed on the Transactions screen.
4. Optional: To change your search term, tap it.
5. Optional: To return to your full list of transactions, tap the icon.

If no transactions match your search term, then a Nothing found message is displayed with your search term.

You can filter your transactions to display only the ones that you want to review. If you select options from more than one filter, then only the transactions that match all of those filters are displayed.

Steps:

1. From the Shopify Balance mobile app, tap the icon.
2. Tap the icon.
3. Tap any of the following filters, and then select your options:
   • Date range: A preset range, such as Last 7 days or Year to date, or a custom range with a start date and an end date
   • Type: The type of transaction, such as a card purchase or a transfer
   • Status: Whether the transaction is Posted, Failed, Pending, or Canceled
   • Account: The Shopify Balance or Shopify Capital account that the transaction belongs to
   • Card: The physical or virtual card that the transaction was made with, up to 3 cards
4. Optional: To include transactions from your closed accounts or inactive cards, expand Closed accounts in the Account filter, or Inactive cards in the Card filter.
5. Tap the icon to keep your selections for that filter and return to the list of filters. If you return to the list of filters any other way, then your selections for that filter are discarded.
6. Repeat the previous steps for each other filter that you want to apply.
7. Tap the icon to apply your filters, or tap the icon to close the filters without applying your selections.
8. Optional: To remove all of your filters and your search term, tap the icon on the Transactions screen.

After you apply your filters, the name of one of your filters is displayed on the Transactions screen, along with the number of the others. When you have a search term applied as well, your search term is displayed instead, and the number of filters that you applied is displayed on the icon.

If no transactions match your filters, then No transactions matching filters is displayed. Tap Clear filters to return to your full list of transactions. When you have both a search term and filters applied, this message is displayed instead of the Nothing found message.

You can open your Timeline from an individual account or card instead of from your full list of transactions. Your transactions are displayed with a filter already applied for the account or card that you opened it from. Open Timeline is displayed only when the account or card has recent transactions.

Steps:

1. From the Shopify Balance mobile app, tap the icon.
2. Select the account or card that you want to review.
3. In the Recent transactions section, tap Open Timeline.

You can filter your transactions by any of the following types:

• Adjustments: Corrections that are applied to your account balance
• ATM withdrawals: Cash withdrawals made with your card at an Automated Teller Machine (ATM), which have their own withdrawal limits
• Card purchases: Purchases made with your physical or virtual Shopify Balance card
• Credits and card refunds: Refunds that were returned to your card, and credits that were applied to your account
• Cash added: Cash that you added to your account at a participating retail location
• Checks added: Checks that you deposited to your account from the Shopify Balance mobile app
• Transfers: Funds that you transferred to or from your account, and money that you sent to a recipient
• Rewards: Cashback and earnings rate incentive that were credited to your account
• Sales tax transfers: Funds that you set aside for sales tax
• Shopify payouts: Shopify Payments payouts that were deposited to your account
• Reversals: Transactions that reverse an earlier credit or debit
• Scheduled payments: Shopify Capital repayments, Shopify Credit payments, and other scheduled payments