The Financial details page gives Super admins and Admins a real-time view of how funds are distributed across wallets in your Soldo account. This page is especially useful when managing multiple wallets or currencies, helping you monitor balances and ensure there’s enough money where it’s needed.
This page helps you:
- Track wallet balances - monitor where your company’s funds are held
- Ensure availability - identify wallets that may need topping up
- Support financial control - review how funds are allocated across users and teams
- Make informed transfers - move funds quickly and accurately where they’re needed most
How to view Financial details
- From the main navigation menu, select Dashboard > Financial details.
Account overview
At the top of the page, you’ll see a summary table with two high-level line items:
- Company – shows the total balance across all main wallets and company wallets (company wallets available on Plus and Unlimited plans)
- User wallet – shows the total balance across all user wallets
For each of these, you’ll see three figures:
- Ledger balance – the full amount in the wallet(s), including pending transactions
- Pending balance – funds currently on hold or in the process of settlement
- Available balance – the amount available for immediate use
This section shows aggregated totals for each wallet type, helping you get a quick sense of your overall cash position.
Wallet breakdown
Below the account overview, you’ll find a detailed list of each wallet in your Soldo account. This is split into two sections:
Company wallet
Each Main wallet and Company wallet is listed individually (company wallets available on Plus and Unlimited plans), along with its:
- Wallet name
- Ledger balance
- Pending balance
- Available balance
User wallets
Each User wallet is also listed individually, with the same balance breakdown as company wallets.
This gives you complete visibility of how funds are distributed across individual users, helping you check if anyone needs a top-up or has unspent balance.
Currency view
If your account has more than one active currency (Plus and Unlimited plans), you’ll see a currency toggle at the top of the page. This lets you switch between currencies and view wallet balances for each one separately.