View current day balance information

Procedure

  1. On the main menu, select Accounts, and in the Manage Accounts section, select Current Day. The Current Day Balances page displays balance information grouped by the account type (Checking, Savings, and Revolving Credit). The information that appears can vary depending on configuration. For details, see Current Day Balances.

  2. To customize the report format and data, click the Customize icon - Balances icon in the top left of the page.

  3. From the menu, select Customize. The page becomes interactive and provides options for customizing balance data presentation.

  4. For customization options, see To customize your view.