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How do I view an Account Set balance?


To view an account set balance:

  1. Select 'Account information' from the left hand menu and then select 'View Account Set balances'.

  2. Select the 'Account Set name' of the relevant Account. 

  • To view the balance in a different currency, choose a currency from the 'Change currency' dropdown box and click 'Go'.
  • To view a historic balance, either enter a date in the 'View historic balances' box or select a date from the calendar and click 'Go'.
  • You can also print a PDF of the Account Set balance by selecting 'Print/Save as'.

For further guidance please see our Bankline support guides.

Within the guides select 'Account information' and then 'View account balance and account set' from the More Bankline support guides section. 

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