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Available balance above three account cards: Business checking, Treasury and External accounts. Available balance above three account cards: Business checking, Treasury and External accounts. Banking > Checking account is the home of your Every business checking account. Company Admins and Bookkeepers can use it after your company finishes onboarding. If your Banking menu has no Credit card item, the sidebar calls this page Overview. Banking overview: the available balance and its history, a company card, and the checking, Treasury and external accounts. Banking overview: the available balance and its history, a company card, and the checking, Treasury and external accounts.

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Your balance

The chart at the top shows Available balance in Every: your checking and Treasury balances combined, after any holds. Under it, Pending is money on hold, such as pending transactions, and Total balance is your balance before those holds. If your checking account is a primary or backup account for your credit card, Pending includes your credit card balance too. If you have an active company card of your own, it sits next to the chart with what you’ve spent against its limit (see Company cards).

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Accounts

Three cards sit under the chart. The Business checking account details, with the routing and account numbers, wire instructions and bank letter. The Business checking account details, with the routing and account numbers, wire instructions and bank letter.

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External accounts

The menu on External accounts has these items:

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Checking autopilot

Autopilot keeps your checking balance above a minimum you choose, moving money in when the balance is below it. To turn it on:
1

Open autopilot

On Business checking, select the autopilot button (the stars icon).
2

Turn it on

Under Autopilot status, choose Enabled.
3

Set the minimum

Enter a Minimum target balance.
4

Choose the backup

Choose a Backup fund account from your connected external accounts. If you have none, select Add backup account to connect one.
5

Save

Select Save.
With a Treasury account, the backup is optional, and the button reads Link backup account. Autopilot uses the backup when your money market balance isn’t enough.

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Download

The Download menu has your Bank letter. Wire instructions appears once your account has a routing number. Checking statements, Credit statements and Treasury statements each appear once your company has statements of that type. Choose a statement type and a year to see that year’s statements, then download the month you need.

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Move money

Select Move money to Send money, Transfer money, Add funds or Deposit check. Only Company Admins see Transfer money and Add funds. See Move money.

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Recent transactions

The page ends with your latest five transactions. Select one to see its details and, where the transaction allows it, upload a receipt. Select the arrow to open Transactions.

Move money

Send payments, transfer money and add funds

Transactions

Review transactions and attach receipts

Treasury

Invest in money market funds and Treasury bills