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Review Owner's Money

Find the owner-money balance view and understand its empty state.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

All topics

Owner's Money helps you review balances associated with owner or director payments made with personal money.

  1. Open Reports and choose Owner's Money.
  2. Review the available balance view.
  3. If All settled appears, read the explanation before looking for a transaction elsewhere.
Owner's Money showing All settled and guidance about personal payments.
Owner's Money showing All settled and guidance about personal payments.

Opening this report checks available balances; it does not record an owner contribution or repayment. Reports access alone may not grant access to Owner's Money. If the page is unavailable, ask an administrator to check both permissions.

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