Balance feeds track your account balances over time. Build net worth dashboards, monitor cash flow, and maintain a historical record of your financial position.
Current Balance
Real-time account balance snapshots
Historical Tracking
Track balance changes over time
Multiple Accounts
Monitor all accounts in one place
Balance Data Fields
Current Balance
Available balance
Available Balance
Funds available to spend
Account Name
Account identifier
As Of Date
Balance snapshot date
Currency
Account currency
Account Type
Checking, savings, etc.
Balance Sync Modes
Snapshot Mode
Creates a new row each sync with the current balance. Ideal for tracking balance history over time.
Update Mode
Updates a single row with the latest balance. Best for dashboards showing current state only.
Setting Up a Balance Feed
Setup Steps
Connect your bank
Ensure the bank account is connected in the Banks tab.
Create a balance feed
Click Create Feed and select 'Balances' as the feed type.
Select accounts
Choose which accounts to track balances for.
Choose sync mode
Select snapshot mode for history or update mode for current-only.
Configure schedule
Set how often to capture balance snapshots (daily recommended).
Common Use Cases
Net Worth Tracking
Sum all account balances to track total net worth over time
Cash Flow Monitoring
Watch checking account balances to manage cash flow
Financial Dashboard
Build a central dashboard showing all account balances