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You can use historical balances to see what a balance looked like at any point in the past. This is useful for financial reporting, auditing, or analyzing how balances have changed over time. When you use the historical balance feature in Cloud, you can see the exact amount that was in the balance at a specific date and time, along with the credit and debit balances at that moment.
Historical balances do not include inflight balances.

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View historical balance

Historical balance does not open a separate page. You stay on the balance details page: Actions opens a dialog, then the summary amounts on that same page update to show the past point in time. To view a balance at a specific date and time:
1

Open the balance details page

From Balances, open the balance you want to inspect. You should be on the balance details page (summary, transactions, and metadata).
Balance details page showing summary information for a balance
2

Open the Actions menu

In the top-right corner of the balance details page, click Actions.
Balance details header with the Actions control highlighted
3

Choose View historical balance

In the dropdown, select View historical balance. A dialog titled View historical balance? opens on top of the balance details page.
Actions dropdown with View historical balance selected
4

Pick a date and time in the dialog

In the dialog, choose the date and time you want to view the balance at, then click View balance.
View historical balance dialog with date and time fields
5

Review amounts at that moment

The dialog closes. On the same balance details page, Balance, Credit balance, and Debit balance update to reflect that point in time.
Balance details showing amounts after viewing historical balance

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Share historical balance

You can copy the link and share it with other teammates so they can also view the balance at that same point in time. This is helpful for collaborative analysis or when you need to show specific balance states to colleagues.

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Return to current balance

After you view a historical balance, you are still on the balance details page (with past amounts shown). To switch back to live amounts:
1

Open Actions again

On the same balance details page, click Actions in the top-right corner. While you are viewing a historical balance, the menu shows View current balance instead of View historical balance.
Balance details header with the Actions control for returning to current balance
2

Select View current balance

Choose View current balance from the menu. The page shows live amounts again.
Actions dropdown with View current balance selected while viewing a historical balance

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.