Managing your Shopify Balance account transactions

With Shopify Balance, you can transfer funds, view your account transaction limits, and export transactions for your accounting software from your Shopify admin.

To learn more about your Shopify Balance account, refer to managing your account. To learn more about your Shopify Balance card, refer to managing your card. To learn more about the rewards program, refer to the Shopify Balance rewards.

On this page

• Shopify Balance account transaction limits

• Transferring funds to or from your Shopify Balance account

• Exporting transactions

Shopify Balance account transaction limits

Your Shopify Balance account has daily spending limits for different transaction types. Daily spending limits are reset at midnight UTC. Daily limits are based on the authorization date, not the processing date. For example, if you authorize a transaction on Monday, but it's processed on Tuesday, then that transaction still counts toward Monday's daily limit.

Note

Please contact Shopify Support to request increases to your daily limit amount.

View transaction limits

You can view the Balance card limits for purchases and ATM withdrawals.

Steps:

1. From your Shopify admin, go to Finances > Balance.

2. Click Manage cards or Manage account.

3. Under Card management, click the card that you want to view.

Note

These daily limits apply to the funds that you have in your account. They aren't available credit.

View transfer limits

You can view the Balance account limits for money transfers.

Steps:

1. From your Shopify admin, go to Finances > Balance.

2. Click Move money.

Your daily limit is displayed under Amount.

Transferring funds to or from your Shopify Balance account

Transfers are sent immediately, but they can take up to three business days to be delivered. You can see your remaining daily transfer limit on the Move money page. You can currently transfer funds only in USD.

Transferring funds to your Shopify Balance account

1. From your Shopify admin, go to Finances > Balance.

2. Click Move money.

3. Optional: Under Add funds to Balance, click the clipboard icon to copy your Shopify Balance account details.

4. Log in to your existing business or regular bank account where you¡¯d like to draw the money from.

5. Go through your bank¡¯s regular process to transfer money out of the bank using your Shopify Balance account details.

Transferring funds from your Shopify Balance account

1. From your Shopify admin, go to Finances > Balance.

2. Click Move money.

3. Under Transfer funds from Balance, enter the transfer details.

4. Optional: Click Add an account to create a new recipient. You need to have the account number and routing number for the payee in order to transfer funds.

5. Optional: Enter a description. The description will appear on the recipient's account.

6. Click Next.

7. Confirm that the details are accurate, and then click Transfer funds.

Note

You can't edit a recipient account. If you need to change a recipient's information, then you need to create a new account.

For security reasons, you might receive a prompt to authenticate your account again.

Exporting transactions

You can export your posted Shopify Balance account transactions into a CSV file to use with your accounting software. Pending transactions aren't exported.

Steps:

1. From your Shopify admin, go to Finances > Balance.

2. On the Account activity card, click Export.

3. Select the date range to export.

4. Click Export as CSV.

Note

CSVs with 100 entries or fewer are downloaded. CSVs with more than 100 entries are emailed to you.

The following columns are in the CSV file when you export transactions: