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How do I view an Account Set balance?


To view an account set balance:

  1. Select 'Account information' from the left hand menu and then select 'View Account Set balances'.

  2. Select the 'Account Set name' of the relevant Account. 

  • To view the balance in a different currency, choose a currency from the 'Change currency' dropdown box and click 'Go'.
  • To view a historic balance, either enter a date in the 'View historic balances' box or select a date from the calendar and click 'Go'.
  • You can also print a PDF of the Account Set balance by selecting 'Print/Save as'.
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