The My Money page is your payment account's home. From this page; view your transactions, your monthly statements, and manage your cards.

When you navigate to the My Money page, you’ll automatically land on the Transactions tab. Here you can view your account information, your account balance, and transfer funds.

Filter transactions by selecting from the drop-down menus; a timeframe, a specific project, or a specific client. Click "clear" to remove filters from your view.


To view an invoice or transaction receipt, click the three dots on the right side of a transaction.

Click "view associated invoice" to see the invoice, or "view transaction receipt" to see the receipt.

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