How to access Enhanced Balance Insights
Log in to your Loop Dashboard.
Navigate to Accounts.
At the top of the page, view the estimated total available balance across all Loop accounts, shown in CAD.
Use the range selector to choose a historical period: 7 days, 30 days, 90 days, or 12 months.
Review the balance trend graph to see how your estimated total running balance has changed over the selected range.
Check the percentage change indicator to understand balance movement over the same period.
Select an individual Loop account (CAD, USD, EUR, or GBP) to view that account's historical running balance graph and percentage change for the selected time range.
Within an individual account, review the Processing Out field to see outgoing transactions that are still processing, grouped by the currencies they were sent in.
How Enhanced Balance Insights works
The estimated total balance aggregates available balances across all Loop accounts. Non-CAD balances are converted into a CAD estimate using current FX rates.
Balance trend graphs are based on historical running balance snapshots, and the percentage change is calculated relative to the start of the selected time range.
Not all historical time range options are available at launch. Additional ranges will become available as account history accumulates and will be surfaced automatically.
The Processing Out field appears within individual account views and shows outgoing transactions that are still in a processing state. Amounts are grouped by the currencies they were sent in.
Important notes
The CAD total is an estimate for directional visibility. Actual converted amounts may differ based on FX rate fluctuations at the time of conversion.
Per-account balance graphs are available for Loop CAD, USD, EUR, and GBP accounts.
Enhanced Balance Insights is not intended as accounting-grade reporting. Transaction records and statements remain the source of truth for formal reporting purposes.
The balance graph shows running balance snapshots and may not reflect all in-progress transactions in real time. As a result, your available balance may differ from the most recent running balance shown on the graph.
Processing Out is not shown as a consolidated total across all accounts. It is only available within individual CAD, USD, EUR, and GBP account views.
Frequently asked questions
What currency is the estimated total balance shown in?
The estimated total balance is shown in CAD. Non-CAD balances are converted into a CAD estimate using current FX rates.
Why does my available balance differ from the balance graph?
The balance graph shows running balance snapshots and may not reflect all in-progress transactions in real time, so your available balance may differ from the most recent running balance shown on the graph.
Which accounts have per-account balance graphs?
Per-account balance graphs are available for Loop CAD, USD, EUR, and GBP accounts.
What historical time ranges can I choose?
You can choose 7 days, 30 days, 90 days, or 12 months. Not all ranges are available at launch — additional ranges become available as account history accumulates and will be surfaced automatically.
Can I see a consolidated Processing Out total across all my accounts?
No. Processing Out is not shown as a consolidated total across all accounts. It is only available within individual CAD, USD, EUR, and GBP account views.
Can I use Enhanced Balance Insights for formal reporting?
No. Enhanced Balance Insights is not intended as accounting-grade reporting. Transaction records and statements remain the source of truth for formal reporting purposes.