How do I view account balances, transactions, and statements?

This article details how to view all essential financial information—including current balances, transaction history, and statements. It also provides clear instructions for parents who wish to monitor another family member's transaction history within the system.

Viewing Balances

Balances are shown at the top of the homescreen.

Parent account                    

Kid or Sponsored Adult account

Transaction History

1. On the homescreen, tap the account you want to view

  Parent Account                                          Kid or Sponsored Adult Account

2. By default, transactions will be shown for the last 7 days. To choose a different timeframe, tap Last 7 Days

3. Choose the desired timeframe.

Viewing Account Statements

Monthly PDF statements are accessible by following these steps:

1. On the homescreen, expand the Menu

2. Tap Statements

3. On the list of available Statements, tap the one you want to view

As a Parent viewing transaction history on another family member's account

1. On the homescreen, tap the name of the family member

2. Tap the account you wish to view

3. By default, transactions will be shown for the last 7 days. To choose a different timeframe, tap Last 7 Days

4. Choose the desired timeframe