We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle.

Step 1: Click to the Card tab in your Brex dashboard, then go to Transactions.

Step 2: Note down the number under Current balance.

Step 3: Go back to your Card tab, then go to Payments.

Step 4: If you have any processing payments or successful manual payments in the statement cycle, add these to your current balance. This will approximate how much your company has spent in the billing cycle. To confirm the accuracy of your approximation, please contact Brex Support.

Your available balance is how much you have left to spend until your outstanding balance is paid. At the end of each statement cycle, Brex will automatically initiate an ACH transfer to pay this balance from your primary funding source.

As an account or card admin, you can monitor your company’s spend and money movement from the Accounts tab of your Brex dashboard. This includes seeing how much of your monthly limit you’ve spent, the amount you’ve paid out in reimbursements, your month-over-month Brex business account balance, and the estimated total of your connected external accounts.

If there’s any action required for these sections, you’ll see an alert in the top right of each tile. Click on this to see more details about the alert.

Account credit limit

In the Accounts tab, your account limit is listed as a bar graph under Credit. The gauge on the right shows your overall limit and how much of it has been used this statement period. Click on the gauge for even more information.

Credit balance lists the amount your users have spent this statement period. Your available balance is how much you have left to spend until your outstanding balance is paid. At the end of each statement cycle, Brex will automatically initiate an ACH transfer to pay this balance from your primary funding source.

The bar graph below compares spend over different time periods. You can change the timeframe by clicking the dropdown in the top right of the graph.

Reimbursements

Your reimbursements spend history is listed under Reimbursements. This breaks down your current balance under Reimbursement balance and a comparative view of reimbursement payout bar graph. You can change the timeframe of this report by clicking the dropdown in the top right of the graph.

Business accounts

The Business accounts section shows you your current cumulative balance in any Brex business accounts you have. The line graph below breaks down your balance over time (broken out by FDIC-insured funds and money-market funds). You can change the timeframe of this report by clicking the dropdown in the top right of the graph.

Below this, you’ll see a report of any Money in and Money out that have taken place in the timeframe you indicated above.

External accounts

The External accounts section breaks down the estimated total of all external bank accounts you’ve connected to Brex. The graph below provides a comparative view of all your connected accounts month over month. You can change the timeframe of this report by clicking the dropdown at the top right of the graph.

Below this, you’ll see a report of any Deposits and Payments that have taken place in the timeframe you indicated above. You can view and manage your external accounts by clicking View Details in the top right.