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You can see balance details for every connected account from the Accounts screen. On iOS, tapping any account opens a detail sheet with additional fields - exactly which ones show depends on your account type and what your bank reports back.

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How to view account details

On iOS - open Accounts on the Home tab, in the row of pages across the top. The screen shows a balance-history chart and your accounts grouped into Assets and Liabilities. Tap any account row to open a detail sheet with the full information for that account.On the web - open Accounts from the sidebar, then expand the account type (Checking, Savings, Credit Card, etc.) to see each account with its name and current balance. The web shows account name and current balance only - there’s no per-account detail screen yet.

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What’s in the iOS account detail sheet

Every account shows:
  • Current balance - the most recent balance from your institution
  • Available balance (when applicable)
  • Account info - institution name, account type, last 4 digits, last updated timestamp
  • Balance history - a chart of how the balance has changed over time, with a selectable time range
Depending on the account type and what your bank sends, the sheet may also include: For credit cards:
  • Credit line and available credit
  • APR
  • Minimum payment
  • Next payment date and amount
  • Past due balance
For loans (including mortgages and student loans):
  • Interest rate
  • Principal balance
  • Loan term
  • Maturity date
  • Next payment date and amount
  • Escrow balance
Extra fields like APR, minimum payment, and loan terms only show when your institution actually reports them. Many banks don’t, so you may see only the balance and account info.
To see recent transactions for a specific account, use the Transactions tab and filter by that account.