Overview
Historical balances let you see what a balance looked like at any point in the past. This is useful for financial reporting, auditing, or analyzing how balances have changed over time. When you use the historical balance feature, you can see the exact amount that was in the balance at a specific date and time, along with the credit and debit balances at that moment. Historical balances do not include inflight balances
View historical balance
To view a balance at a specific date and time:
- Navigate to the balance details page;
- Click Actions in the top-right corner;
- Select View historical balance from the dropdown menu;
- Pick the date and time you want to view the balance at;
- Click View balance.
Share historical balance
You can copy the link and share it with other teammates so they can also view the balance at that same point in time. This is helpful for collaborative analysis or when you need to show specific balance states to colleagues.Return to current balance
To go back to viewing the current balance:- Click Actions in the top-right corner
- Select View current balance from the dropdown menu