Getting started with your account

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Overview
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The ‘Overview’ page gives you visibility over the key parts of your account. This is a good view to see all the funds on your account.
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- View your balance in each currency

- Quickly add or exchange money, or make a domestic or international payment

- View any new alerts on your accounts

- Gain an overview of company transactions

Balances
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The “Balances” page provides a detailed view of your total account balances. You will only see this page if you use Equals Money Cards.

On your “Balances” page you can:

- Create sub-Balances under existing balances. For example, you can create a balance for "Office management" and within that balance separate pots for "London Office" and "New York office"

- View Balances, with an overview of all currencies held in each one

- View individual balances, with a view of spending history and top-up history

Payments

The ‘Payments’ page gives you full control over payments, top-ups, exchanges, forward contracts and recipients.

- Make single payments from your balance and currency of choice

- Exchange currencies within balances

- Top up balances in GBP or a wallet currency

- Book forward contracts

- Add new recipients

Transactions
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The ‘Transactions’ tab gives you oversight of all the transactions, and planned forward contracts.

On this page you can:

- View transactions by date, description, name, balance, and amount
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- View completed and open forward contracts by order ID, settlement date, exchange rate, and remaining balance after they settle

- Download transactions, filter transactions and configure columns

People
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The ‘People’ page gives you an overview and control over contacts on your account.
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- Sort contacts by individuals or teams
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- View contacts by name, company role, teams, balances, and individual balance status

- Create and edit teams

- View the balances teams have access to

- Edit company role to decide permission levels within the platform

- Add new users