You can view your Rho checking account balance as of a specific date. Our CSV exports 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.
To download a CSV of transactions with the "Balance" column included:
- Only pertain to one of your Rho checking accounts at a time (i.e. you can only see running balances for one checking account).
- To do this, click into your Banking Tab from the Rho Toolbar and select the desired checking account by highlighting it on the left side of your screen.
- (Tip, if you skip highlighting/selecting a specific account and only click All Accounts on the main banking page, this will include all of your accounts and your balance column will be blank.)
- Make sure to Filter by transactions that only have a SETTLED status. (including pending/unsettled transactions will not work).
- Once filtered like this, click the Export CSV button on the right-hand side, and make sure that the Balance attribute is checkmarked. Select the date range, click on Download CSV and you will receive a spreadsheet download.
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