Users can view their account balances by accessing the Accounts section of the OFX platform, which displays all relevant balance information.

The total value held across multiple currency accounts is the sum of all balances from each individual account associated with your OFX account. This includes any funds available in different currencies, which are converted to a base currency (typically AUD) for an accurate total. The calculation involves the following steps:

1. Identify Account Balances: Review each current account balance.

2. Convert Currencies: If currency accounts contain different currencies, convert these amounts into the base currency using the latest exchange rates.

3. Sum Total Values: Add together all converted values along with any balances in the base currency to arrive at the total value.

Why is this page important?
Viewing account balances is essential for effective financial management and ensuring adequate funds for transactions.

Next Steps

1. Log into your OFX account.

2. Click on Accounts from the sidebar menu.

3. Check the available balance shown next to the account name.

4. You can view the Account Balance on the Dashboard as well (if the balance widget is enabled), under 'Your balances' tile.

a. Navigate to "Dashboard".

b. Balance widget, showing account balances is displayed on dashboard.

Other Useful Articles

• What is the Accounts tab?

• How can a user create another business account in another currency?

• Where can a user view the Global Business Account details?