Multiple Balance accounts

Early access

Mutiple accounts are in early access and might not be available for your store.

You can create up to 5 additional Balance accounts. Your additional accounts can help you manage your expenses by transferring funds to one of your additional accounts. For example, you can create an account for your payroll expenses and then transfer the budgeted money to your payroll expenses account.

Limitations

The following are limitations for multiple accounts:

• You can create a maximum of 5 additional Balance accounts.

• Only your main account can have a Balance card and the associated rewards.

• Low balance alerts are only available for your main account.

Creating a new account

You can create a new additional Balance account.

Steps:

1. From your Shopify admin, go to Finances > Balance.

2. Click Create account.

3. Enter a name for the account.

4. Click Create account.

Transferring funds between your Balance accounts

You can transfer funds between your Balance accounts.

Steps:

1. From your Shopify admin, go to Finances > Balance.

2. Click Move money > Transfer funds between your Balance accounts.

3. From the From drop-down, select the account you want to move the funds from.

4. From the To drop-down, select the account you want to move the funds to.

5. Type the amount you want to transfer.

6. Optional: Type a description of the transfer.

7. Click Transfer.

Learn more about other ways you can transfer your money with Balance.