Balance Sheet Overview

A balance sheet is a financial statement that lists a customer's assets, liabilities and capital -- at a point in time -- and that information is entered and maintained using this menu option.

Note  If you used the Balance Sheet icon on the QuickAccess screen, either the Balance Sheet Summary or Trends screen will display depending upon how your system administrator set up the QuickAccess screen.

The image below display menu items your system administrator determines should belong on the Balance Sheet screen. Some features explained on menu items here may not be available to you on your bank's site. Place your pointer over menu options in the red boxes and click for more information.