How do I understand the payment summary?

The payment summary in your OFX account provides a clear overview of your financial transactions. It includes essential details such as total amounts paid, outstanding balances, transaction dates, recipient information, and approval history. This summary helps you monitor your payments and keep accurate financial records.

  • Sep 17, 2026
  • Knowledge

Details

The payment summary provides essential information, including total amounts paid, outstanding balances, and transaction dates, enabling users to effectively monitor their financial activities.

Why is this page important?
A clear payment summary supports better financial planning and ensures all transactions are accurately recorded.

Next Steps
1. Log into your OFX account.
2. Navigate to the ‘Payments’ section.

3. Locate the relevant payment, click the three dots, and select ‘View’.

4. The ‘Payment Summary’ will appear, featuring tabs for Payment, Conversion, Notes, and History.

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5. Review key details such as payment date, recipient amount, total cost, recipient information, approval history, payment amounts, and transaction history.

6. Any uploaded supporting documents will also be displayed in the Payment Summary.

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Title
How do I understand the payment summary?
URL Name
kb-3151724688-how-do-i-understand-the-payment-summary
Payments