Balance report
Allow connected accounts to view and export balance summary reports.
Note
Connected accounts that have access to the Express Dashboard can access the balance report directly in the Express Dashboard, so you don’t need to embed it separately. Click View reports in your Express features settings to enable it.
The balance report component allows connected accounts to reconcile their Stripe balance and download their categorised transaction history. It helps connected accounts understand what happened to their Stripe balance during a given time period. The component displays three subreports:
- Balance summary : Shows the starting balance, total activity, total payouts and ending balance for the selected date range, giving connected accounts a high-level view of how their Stripe balance changed over the period. This subreport is similar to the balance summary report for direct Stripe accounts .
- Balance change from activity : A detailed breakdown of all transactions grouped by reporting category, with gross, fee and net amounts for each category. Categories include:
- Charges
- Refunds
- Disputes
- Other adjustments
- Fees
- Payouts : Lists the total number and amount of payouts sent to the connected account’s bank account during the period.
Connected accounts can filter the report by date range, currency and time zone. They can also export each subreport as summarised or itemised CSV downloads.
The balance report is available to all connected accounts, regardless of whether they use automatic or manual payouts. If your accounts use automatic payouts, you can facilitate payout reconciliation by embedding the payout reconciliation report component.
Note
Connected accounts without access to the full Stripe Dashboard can only view data starting from April 1, 2026, unless your platform has been specifically backfilled.
When you create an Account Session, enable the balance report component by specifying balance_report in the components parameter.
Command Line
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After creating the account session and initialising ConnectJS, you can render the balance report component in the front end:
BalanceReport.js
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// Include this element in your HTML
const balanceReport = stripeConnectInstance.create("balance-report");
container.appendChild(balanceReport);
Accounts connected to multiple platforms
For connected accounts that aren’t controlled exclusively by your platform:
- The report includes transactions from all platforms the account is connected to.
- The connected account must complete user authentication before viewing the report.