The following guide will help optimize your dashboard experience on a desktop or mobile browser. For information on using the Bluevine mobile app, visit our articles on navigating the mobile app on an Android or Apple device.

Dashboard sections

Home¹

Once you’ve signed in, you’ll see your Home screen. Here you have easy access to your account information and features.

Note: If your account is new and has a zero balance, you’ll see a banner at the top about adding funds to your account. For more information, check out our article on depositing funds into your account.

Checking

• The balances of all of your accounts are displayed here. You can select Add sub-account to add a sub-account. For information on sub-accounts, check out our article on managing sub-accounts
• If you haven’t added an external account, you can do so by selecting Add bank account. If you’ve already added any external accounts they will appear here and will show if they are successfully connected. For more information, check out our article on connecting an external account
• Select Transfer money to transfer money to and from your account

External accounts

• Any verified external accounts are displayed here with a balance. Pending accounts will be shown, but with no balance.
• External account balances are automatically synced at least once daily 
  • To manually sync, select the three dots next to the account you’d like and then click Sync. You can manually sync each account once per calendar day.
• If you haven’t added an external account, you can do so by selecting Add bank account. For more information, check out our article on connecting an external account

If you need to verify or take any action on your external accounts, navigate to External Accounts on the left-hand menu

Payments

• You’ll see an at-a-glance in this section:
• Total of your bills that are ready for review
• Total of your bills that are due within the next 7 days 
• Any payments that are pending approvals 
• Any scheduled payments within the next 7 days
• Select Send Payment to schedule a payment and add bill details. For more information on adding a bill, visit our article on managing bills from your dashboard

Scheduled payments

• You’ll see an at-a-glance total of any scheduled payments in the next 7 days, as well as any payments that are pending Administrative approval in this section.
  • Check out our support article on payment approvals for more information on how payment approvals work
• Select Send payment to send or schedule a payment

Recent transactions

• An at-a-glance view of the five most recent transactions on your account appears here
• If you have sub-accounts, you can select them from the Account drop-down menu to view their transactions
• Select View all transactions to be taken to a view of all of your transactions on your account

To-do

• Anything that requires your attention, such as payment approvals or any tasks we’ve added to your account will appear on your to-do list

Get more

• This section shows additional actions you can take on your account such as: inviting your accountant, inviting an additional user, connecting merchant accounts, and connecting to QuickBooks Online
  • If you’ve already connected your account to QuickBooks Online, you’ll see a checkmark next to that action

Downloads

• A download link for your bank verification letter will be available in this section for the first 30 days after opening your account
  • If the bank or merchant allows, you may use your bank verification letter in place of a voided check to provide your account and routing number so you can receive incoming ACH and wire transfers 
• After your first 30 days—if you have transactions that have posted to your account—you’ll see the most recent month’s statements

Checking

Account

You can select between your main account or sub-accounts using the drop-down menu. Sub-accounts help you keep finances separate for budgeting purposes, so you can set aside money for payroll or taxes and control which accounts vendors can bill.

 

Available balance

This shows funds that are currently available for you to use. It includes all posted transactions but doesn’t include pending transactions.

Account details

You can access your account and routing number and review your account limits by clicking Account Details. 

Transfer money

Here you can easily transfer money between your main Bluevine account, sub-accounts, and external accounts. For more information on transfers, see our article on Transferring Money. 

Send payment

You can schedule or send payments using Bluevine’s robust payments platform. For more information on sending payments see our article on using Bluevine payments.​​​​

Transaction Details

You can view more details about your transactions by clicking on them in the transaction table.

 

Payments²

The Payments drop-down menu consists of three different tabs: Payees, Unpaid Bills, Scheduled & Paid. For more information check out our article on managing bills from your Bluevine dashboard

Documents & Reports

You’ll find your bank statements, documents you’ve uploaded, and account letters––including your Bank Verification Letter and tax forms––in the Documents section.

Banking Statements

Under Banking Statements, select the account you’d like to view from the account drop-down menu. Statements for the previous month are available at the beginning of each month. 

Letters

Here you can view or download your Bank Verification Letter 

Tax Forms

In this section you can access all your tax forms. 

Agreements

In this section you can access all your banking agreements, including your Business Checking Account agreement.

Uploads

Here you’ll find all documents uploaded to your Bluevine dashboard.

External Accounts

In the External Accounts section, you'll be able to link your external bank account(s), debit cards, and credit cards to your Bluevine dashboard.

Banks

These are your external bank accounts that you’ve added to your Bluevine dashboard.

• Add, edit, or delete external bank accounts
• Send ACH transfers from connected accounts using the Transfer feature
• Use any linked external bank accounts as a source of funds to pay your bills
  
   

Cards 

These are debit or credit cards you’ve added to your Bluevine dashboard.

• Add, edit, or delete connected debit or credit cards
• Use your linked debit card as a source of funds to pay your bills
  
   

Profile 

By selecting the Profile icon in the upper right-hand corner, you’ll be able to select Account Details, Help & Contact, or Sign Out

• Update your personal and business information in the Account Details
• Update your sign-in username and password under Sign in & Security

Settings

By selecting the Settings icon in the upper right-hand corner, you’ll be able to: 

• Create automatic transfer rules under Checking
• Order checkbooks under Checking
• Report that your debit card is lost or stolen under Debit Card
• Manage your alerts and notifications under Alerts
• Invite and manage additional users under Account Access

Help & Contact

In the Help & Contact section, you can access our Help Center or find out other ways to contact us.

 
 

1 The Home Dashboard is only available on the desktop version of the Bluevine dashboard.
2 The Payments tab is only available on the desktop version of the Bluevine dashboard.