Overview

PayPal has been rolling a new user interface design for the PayPal.com website for a while now. 

Over time, PayPal has been adjusting the way reporting features are provided and displayed.  

This includes the display of a running balance when reviewing your PayPal activity log.  It’s still there, but depending on your account you may have to dig deeper than others.

If you’re upset that you cannot seem to find a running balance in your PayPal account, follow these steps and it should help you find the information you need.

Important Note on Account Types

 

Premiere Accounts

PayPal is no longer supporting Premiere accounts.  If you are not able to find a running balance anywhere in your account, it is likely because you have a PayPal Premiere account.

To fix this problem, upgrade your PayPal account to a business account.  This is free, and once you have completed this step you should begin to see your running balance as expected.

Step by Step Guide

01. Click Activity in the PayPal main menu.

Do you See a Running Balance?

Check for the Balance column in the Activity log that gets displayed.  If you see it, you’re done!  If not, move on to the next step.

02. From the All Transactions filter, select the Balance Affeecting option.

Do you See a Running Balance?

Check for the Balance column in the Activity log that gets displayed.  If you see it, you’re done!  If not, move on to the next step.

03. On the right, under Statements, click Activity export.

04. Click Statements, and then Monthly.

 

05. Click the Request link for the month / format you wish to download.

This really should be your last step if the previous steps did not show you the running balance.

The monthly statements provided here are just like a bank account would provide, so you can reconcile it against your accounts exactly the same way.

If you still haven’t found what you’re looking for, you can move to the next steps and that might help.

Last Hopes

If you still have not been able to see your running balance, the video below may help.

This video was recorded when PayPal first started migrated acconts into the new design, and some accounts were stuck in this middle stage.

Video Overview

06. On the right, under Statements, click Activity export.

PayPal New Design Interface Statements Export

07. On the left, click Basic Search in the History menu.

PayPal New Design Interface Basic History Report

08. On the left,click All activity (with balance).  Then, on the right, you will see your running balance.

PayPal New Design Interface Running Balance

Need Additional Help?

Schedule a live meeting with Drew Angell, PayPal Certified Developer, and get all of your questions or concerns answered.