Yes! You can now view your Rho account balance as of a specific date! Our CSV exports now include a "Balance" column, so you can download a list of your settled transactions and view your account balance as of that specific credit/debit.

First start by downloading a CSV of transactions that:

  1. Only pertain to one of your Rho accounts at a time (i.e. you can only see running balances for one checking account, your rewards account OR your treasury account at a time).

    1. To do this, click into your Banking Tab from the Rho Toolbar and select the desired account by highlighting it green on the left side of your screen. Then simply click "View All" on the right side of your screen next to Recent Transactions.

      1. (Tip, if you skip highlighting/selecting a specific account and only click View All on the main banking page, this will include all of your accounts and your balance column will be blank).

  2. Once on this account's View All page, make sure to filter by transactions that only have a SETTLED status. (including pending/unsettled transactions will not work).

  3. Select the desired time frame (dates of transactions) the top right corner of that screen.

    1. Do not use any other filters! If you choose to filter by a user, a budget, a free search, or include pending transactions, your balance column will be blank.

  4. Click the blue Export CSV button on the right-hand side, and you will receive a spreadsheet download.

Here is a full workflow video below!

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