Through the use of the transaction status options and posting transactions early, you can track additional balances for accounts. View additional account balance information by tapping on the number of transactions and balance info at the bottom of the account.

Or tap on the lower left of the account's view and then choose the "Show Balance Info" option.

The additional balances for the account are based on the dates and status of transactions in the account, program preferences, and the account's download connection.

Learn about the different balance listings below.

General balance listings:

• Balance: The sum of all transactions in the account as of today, but may or may not also include early posted transactions based on Accounts preferences. This is also the balance listed in the main account list and at the top of the account.
• Current: The sum of all transactions through today.
• Cleared: The sum of all transactions marked as cleared or reconciled.
• Reconciled: The sum of all transactions marked as reconciled.
• Pending: The sum of all transactions marked as pending or that are after today.
• Online Ledger: The ledger balance as of the last transaction download.
• Online Available: The available balance as of the last transaction download.

Credit credit specific listings:

• Credit Limit: The credit limit set for the account from the account's settings.
• Available Credit: The available credit is based on the set credit limit minus the outstanding balance.

Investment specific listings:

• Total Market Value: The cash balance from the sum of all transactions in the account plus the market value of held securities based on all transactions in the account. This is also the balance listed in the main account list and at the top of the account.
• Cash Balance: The cash balance from the sum of all transactions in the account.
• Holdings: The market value of held securities based on all transactions in the account.

The additional account balances also are combined to show additional balances for accounts overall. View additional combined account balance information by tapping on the number of transactions and balance info at the bottom of the Transactions view.

Or tap on the lower left of the Transactions view and then choose the "Show Balance Info" option.

Balance listings for files without investment and credit card accounts:

• Balance: The sum of all transactions from the included accounts as of today, but may or may not also include early posted transactions based on Accounts preferences. This is also the balance listed for the Overview listing in the main account list and at the top of the Transactions view.
• Current Balance: The sum of all transactions from the included accounts through today.
• Pending: The sum of all transactions from the included accounts marked as pending or that are after today.

Balance listings for files without investment accounts:

• Net Worth: The cash balance from sum of all transactions from the included accounts as of today, but may or may not also include early posted transactions based on Accounts preferences. This is also the balance listed for the Overview listing in the main account list and at the top of the Transactions view.
• Cash Balance: The cash balance from sum of all transactions from the included cash, banking and income accounts as of today, but may or may not also include early posted transactions based on Accounts preferences.
• Current Cash Balance: The cash balance from the sum of all transactions from the included cash, banking and income accounts through today.
• Pending Cash: The cash balance from the sum of all transactions from the included cash, banking and income accounts marked as pending or that are after today.
• Credit Limit: The combined credit limit set for the included credit card accounts from their account's settings.
• Available Credit: The available credit is based on the combined credit limits set for the included credit card accounts minus their outstanding credit card balances.

Balance listings for files with investment and/or credit card accounts:

• Net Worth: The cash balance from sum of all transactions from the included accounts as of today, but may or may not also include early posted transactions based on Accounts preferences. Plus the market value of held securities based on all transactions in the included investment accounts. This is also the balance listed for the Overview listing in the main account list and at the top of the Transactions view.
• Investment Holdings: The market value of held securities based on all transactions from the included investment accounts.
• Cash Balance: The cash balance from sum of all transactions from the included cash, banking, investment and income accounts as of today, but may or may not also include early posted transactions based on Accounts preferences.
• Current Cash Balance: The cash balance from the sum of all transactions from the included cash, banking, investment and income accounts through today.
• Pending Cash: The cash balance from the sum of all transactions from the included cash, banking, investment and income accounts marked as pending or that are after today.
• Credit Limit: The combined credit limit set for the included credit card accounts from their account's settings.
• Available Credit: The available credit is based on the combined credit limits set for the included credit card accounts minus their outstanding credit card balances.

Tip: You can control which accounts are included in the main account list's Overview balance and account group balance in the Hide and Show Accounts settings.