How to View your Running Checking Account Balance

You can view your Rho checking account balance as of a specific date. Our CSV exports include a "Balance" column, so you can download a list of your settled transactions and view your account balance as of that specific credit/debit.

To download a CSV of transactions with the "Balance" column included:

1. Only pertain to one of your Rho checking accounts at a time (i.e. you can only see running balances for one checking account).
   • To do this, click into your Banking Tab from the Rho Toolbar and select the desired checking account by highlighting it on the left side of your screen.
   • (Tip, if you skip highlighting/selecting a specific account and only click All Accounts on the main banking page, this will include all of your accounts and your balance column will be blank.)

1. Make sure to Filter by transactions that only have a SETTLED status. (including pending/unsettled transactions will not work).
   

1. Once filtered like this, click the Export CSV button on the right-hand side, and make sure that the Balance attribute is checkmarked. Select the date range, click on Download CSV and you will receive a spreadsheet download.