Viewing or exporting your Shopify Balance account details

You can view your account number and your routing number.

Steps:

You can view your available balance over time as a chart in two places in the Shopify Balance mobile app:

• On the Transactions tab, the Cash chart displays the combined available balance of all the Shopify Balance accounts in the profile that you're viewing.
• On an account's screen, a chart displays the available balance of that account only.

Each bar is your available balance at the end of that day, rather than the amount of money that moved in or out that day. The bar for the current day displays your available balance right now.

The Cash chart covers the last 90 days, and an account's chart covers the last 30 days.

Days are grouped by Coordinated Universal Time (UTC). For example, if you make a transaction at 6:00 p.m. Pacific Time, then it's displayed on the following day's bar.

If you've changed your account information, then you can view the previous account information, such as the routing number and account number.

Steps:

1. From your Shopify admin, go to Finance > Balance.

2. Click the account that you want to view.

3. In the Account details section, click Access old account numbers.

4. Optional: In the Old account numbers dialog, click Show details to display the full value of the old account information.

For security reasons, you might receive a prompt to authenticate your account again.

1. From your Shopify admin, go to Finance.

2. Click Main.

3. Click View statements.

4. Select the statement to view. The statement opens in a new tab.

You can give permission to your staff members to view Shopify Balance transactions and the amount available to spend. Staff members with this permission can't perform the following actions:

• transfer funds
• order and manage cards
• view account details
• manage account settings
• view statements
• move money between Shopify Balance accounts
• create new accounts

Steps:

1. From your Shopify admin, go to Settings > Users.

2. Click the staff member who you want to give the permission to.

3. In the Permissions section, select View Balance account activity.

4. Click Save.

You can export your posted Shopify Balance account transactions into a CSV file to use with your accounting software. Pending transactions aren't exported.

To find a specific transaction instead of exporting a set of them, you can search and filter your transactions in the Shopify Balance mobile app.

The export option is located on the Transactions card in your Finance section:

CSV files with 100 entries or less are downloaded to your browser. CSVs with more than 100 entries are emailed to you.

Steps:

1. From your Shopify admin, go to Finance > Balance.

2. In the Accounts section, click the account that you want to view.

3. In the Transactions section, click the Export arrow icon.

4. Select the date range to export.

5. Click Export as CSV.

The following columns are in the CSV file when you export transactions:

Columns present in the exported transaction CSV file

Term	Definition
transaction_date	The date that the transaction was authorized. Due to the time required to process the transaction, this date can be different than when the transaction is completed.
posted_at	The date that the transaction completed. Due to the time required to process the transaction, this date can be different than when you authorized the transaction. Pending transactions aren't displayed.
description	A brief description of the transaction.
amount	The value of the transaction. Negative values represent money going out of your account. Positive values represent money coming into your account.