Your Balance and Payment Statement

Working out what you still owe used to mean adding up each payment request yourself. My Finances now does it for you, and keeps a running record of everything you have paid.

Where to find this#

Click My Finances in the parent sidebar. Your balance sits at the top of the Overview tab. Your full record is on the Statement tab.

Your current balance#

The Current Balance card adds up every payment request that is still outstanding and shows the total, with a breakdown of where each part has got to.

If nothing is outstanding, the card simply tells you that you are all paid up.

Regular subscriptions are not counted in the balance either — they are collected on their own schedule, and you can see them on the Recurring Payments tab.

Your statement#

The Statement tab lists every payment that has gone through, newest first, with the date, the child, the group, what it was for and the amount. Both one-off payments and subscription payments appear, each one listed once.

Use the year picker to move between years. The total for the year you are looking at is shown above the list.

Downloading your statement#

Click Download CSV on the Statement tab to save the list as a spreadsheet. It opens in Excel, Numbers or Google Sheets.

This is useful if you claim tax relief, keep household accounts, or simply want a copy of what you have paid your group over the year.

If a payment is missing#

Payments show on the statement once they have settled. A collection that is still on its way appears in your balance instead, and moves across to the statement when it completes. If something is still missing after that, speak to your group — they can see the same records from their side.

What's next#

• Payments and Direct Debit for Parents — setting up and managing your Direct Debit.
• Gift Aid — how your declaration helps your group.
• Getting Started as a Parent — a tour of the parent portal.