Wallet
The Wallet section of the Dashboard shows you the total balance of your Moov wallet, as well as a list of all wallet transactions.
Wallet balance
You can cash out or add funds to your Moov wallet. Click the menu expansion to find Sweep settings or copy relevant IDs. Use the sweep settings to set up or manage sweeps for automated payouts.
Automated payouts
A sweep automatically initiates daily transfers to external bank accounts on a set schedule. Enabling sweeps will either payout funds from a wallet or pull funds to cover fees and chargebacks. You can configure sweeps to automatically collect fees or other payments your account has received.
Configure sweeps
You can configure sweeps from multiple places in the Dashboard. Expand the menu in the wallet summary and click on Sweep settings, or navigate to an account’s settings page to configure sweeps.
Once you’ve enabled sweeps, you’ll see the menu option to view automated payouts directly below the wallet balance. Expanding the menu will show you:
- Upcoming payouts
- Payout transactions
- Associated bank account
Reconciliation
A sweep’s daily Accrued amount is what typically can be expected to transfer to the associated bank account. However, there are some cases where the amount accrued in the sweep won’t be the amount transferred. For example, when a sweep is first enabled, or a minimum balance is first set, Moov will calculate the Transfer amount based on the wallet’s available balance in order to maintain the balance in the configuration.
In those one-off cases, Moov calculates the amount to transfer accordingly:
transferAmount = availableBalance at sweep close - minimumBalance
See our main sweeps guide for information about negative sweeps and failures.
Transactions
The transaction list overview will show you the date, type, memo, amount, and remaining wallet balance for each transaction.
Click on an individual transaction to see more detail, such as the transaction source, destination, and ID. Click See details in the transaction source section to enter the Transfers section of the Dashboard, where you can view all the details associated with the transfer.
Filters
By default, the list shows all transactions, but you can quickly filter for just completed or pending transactions. You can also use the search bar to search by source or sweep ID.
Additional filters can be accessed by clicking on the Filter menu. You can filter by one or multiple transaction types, as well as specify date ranges.