How to View Historical Balances
- Navigate to your Dashboard.
- Look for the Time / Date Range button at the top of the screen (it usually defaults to All Time or Last Month).
- Click the button and select a custom date range.
- Set the end date to the exact historical date you want to check (e.g.,
Jan 1, 2020toDec 31, 2020). - Click apply.
Video Transcript
Video Transcript
all right cool next I’ll show you how to easily check historical balances on breezing without having to kind of continuously pull reports so it’s pretty easy so there’s a little like time button here you see like all time last month so the best way to do is go let’s say I wanted to check the balance like back in this is a pretty this account dates quite a bit so I want to check it back in 2029 I’ll sh January 1st 2029 December 2029 and there you go it show me the balances back then it show me the number of transactions let’s say okay I changed my mind I want to now check 20 20 go ahead and do that December New Balance 2020 balance more transactions pretty much continue to do that all the way through 2021 December boom now I see more balances more transactions so you can kind of historically very easily see your balances back in historical period without having toly run reports it’s super Dynamic super quick I encourage you guys to use this feature it’s really great and yeah let me know if any questions