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Overview of your financial information

You can view a breakdown of your store's financial activity from the Finance page of your Shopify admin, or the Shopify app.

From this page, you can view recent transactions, account balances, and financial products that are available to you. You can view financial statements for your Shopify Balance and Shopify Credit accounts, and action the movement of funds directly from the Finance page.

On this page

Recent transactions

In the Recent transactions card, you can view any transactions made using your Shopify finance products. Your transactions are displayed under the following headings:

  • Date: The date the transaction was performed.
  • Description: A short description of the transaction.
  • Account: Which of your accounts the transaction debited or credited.
  • Amount: The amount debited or credited to the related account.

This section provides a quick overview of the most recent transactions across your accounts such as payouts, card purchases, and repayments for Shopify Finance products. You can click an individual transaction line to view details about the specific transaction.

Accounts

The Accounts card provides a quick overview of your available Shopify finance products:

  • Payouts: Your accumulated payouts pending transfer to your bank account. Click to view payout details.
  • Main: Your available Shopify Balance cash, including any holds. Click to view account details. You can create up to 6 Shopify Balance accounts with custom titles, such as sales tax.
  • Credit: Your current Shopify Credit balance. Click to view your Shopify Credit details.
  • Capital: Your outstanding Shopify Capital balance. Click to view your Shopify Capital details.

You can click an account to view more detailed information on the total displayed.

Viewing payouts

You can view your payouts from the Finance page of your Shopify admin.

Steps:

Desktop
  1. From your Shopify admin, go to Finance > Payouts.
Mobile

  1. From the Shopify app, tap the Menu icon.

  2. Tap Finance.

  3. Tap View payouts.

Product offers

The Accounts card also displays any available Shopify finance products offers. By clicking the Capital option, you can check if you have any Capital financing offers available, check if you are eligible for Shopify Credit, or check if you are eligible for Shopify Balance.

Taxes

You can click the Taxes card to go to your Taxes and duties settings and start collecting sales tax. After you've started collecting taxes, the number of regions you're collecting in are displayed on the Finance overview page.

Bill pay

In the Bill Pay card, you can install Bill Pay for your Shopify account, or if you already have it set up, click the Pay a Bill button to be brought to the Bill Pay app.