> ## Documentation Index
> Fetch the complete documentation index at: https://docs.m3ter.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reviewing Account Balances Summary

An Account's *Balances* tab offers a helpful summary of the Balances created for the Account over time where you can quickly review key details for each Balance and their timelines.

**To review Account Balances Summary:**

1. Select **Accounts**. The **Accounts** page opens.
2. Select the **Name** text hotlink of the Account you want to review the Balances summary for. The **Account details** page opens.
3. Select the **Balances** tab:

<img src="https://mintcdn.com/m3ter/hlUD8WnlXygwpbXz/images/CreateBalance50.png?fit=max&auto=format&n=hlUD8WnlXygwpbXz&q=85&s=4b0d7080ba62a4c4ae808915c7e9241b" alt="Create Balance50" width="1078" height="670" data-path="images/CreateBalance50.png" />

On review for this example:

* The Account has two currently **Active** Balances, two **Past** Balances, and one **Future** Balance.
* The **Remaining total** is given for the currently **Active**, **Future**, and **Past** Balances.

4. On the **Timeline** chart, you can use the paging arrows to move backwards or forwards in time to review **Past** Balances:

<Frame>
  <img src="https://mintcdn.com/m3ter/hlUD8WnlXygwpbXz/images/CreateBalance51.png?fit=max&auto=format&n=hlUD8WnlXygwpbXz&q=85&s=e2f0f8ef06f292c35a81dadf76514467" alt="Create Balance51" width="1078" height="404" data-path="images/CreateBalance51.png" />
</Frame>

or **Future** Balances:

<img src="https://mintcdn.com/m3ter/hlUD8WnlXygwpbXz/images/CreateBalance52.png?fit=max&auto=format&n=hlUD8WnlXygwpbXz&q=85&s=805f963842ce191efaa2e7f6dd94f626" alt="Create Balance52" width="1079" height="405" data-path="images/CreateBalance52.png" />

* Note that you can also scroll the **Timeline** chart for Balances on an Account.

5. If you want to review further details of a Balance select it in the **Timeline** chart to open the **Balance details** page:

<img src="https://mintcdn.com/m3ter/hlUD8WnlXygwpbXz/images/CreateBalance53.png?fit=max&auto=format&n=hlUD8WnlXygwpbXz&q=85&s=bbe78cb8e8cbd5c30a404047f54d96b8" alt="Create Balance53" width="1079" height="406" data-path="images/CreateBalance53.png" />

6. Also provided is a detailed view of the **Active**, **Future**, and **Past** Balances for an Account. In the current example, the **Active**:

<img src="https://mintcdn.com/m3ter/hlUD8WnlXygwpbXz/images/CreateBalance54.png?fit=max&auto=format&n=hlUD8WnlXygwpbXz&q=85&s=5bfd466e8415446dc67c90ef4406e2e8" alt="Create Balance54" width="1185" height="425" data-path="images/CreateBalance54.png" />

You can quickly check:

* The period configured for a Balance:
  * For **Active** Balances, the percentage of the period to date, and the number of days remaining.
  * For **Future** Balances, that the period sits at zero percentage and the number of days before the period starts.
  * For **Past** Balances, that the period is has reached 100% and the number of days elapsed since the period ended.
* Any **Contract** the Balance has been linked to.
* The **Draw-down products** configured for the Balance.

7. If you want to review further details of a Balance, select the name hotlink text to open the **Balance details** page.
