HoneyBook

Learn how to manage your money where you manage your business with a HoneyBook Balance account.

HoneyBook Balance

Get some help navigating the HoneyBook Balance Checking Account application and find out your business type

Apply for a HoneyBook Balance Checking Account

Learn what documents you might need to submit, how to troubleshoot rejected documents, and about how your data is secured

What documents you'll need for your HoneyBook Balance Checking Account application

Get your account set up so you can get the benefits of your new HoneyBook Balance Checking Account

Quick start guide: HoneyBook Balance

Get even more out of your HoneyBook Balance Checking Account by using these features

Continue setting up your HoneyBook Balance Checking Account

Learn how to add your virtual debit card to your Apple Wallet or Google Wallet, as well as how to order a new physical debit card

Get your HoneyBook Balance Visa® debit card

Automatically save a portion of each payment with HoneyBook Balance’s tax savings bucket to stay ready for income tax season

Prepare for tax season with a HoneyBook Balance tax savings bucket

Learn how HoneyBook Finance and HoneyBook Balance work together to support your business finances, from payments to banking

Understanding the difference between HoneyBook Finance and HoneyBook Balance

Getting Started with HoneyBook Balance

Take action to address a fraudulent charge, get your funds back, and reduce your risk of card activity fraud

Tackle card activity fraud in HoneyBook Balance

Cancel your card and get a new one for any reason

How to get a new HoneyBook debit card

HoneyBook Balance: Fraud

Save a portion of your client payments to pay for big purchases, vacations, new equipment, or whatever your financial goals are

Set up savings buckets in HoneyBook Balance

HoneyBook Balance: Saving Money

Send money directly to other accounts to pay employees and vendors, or to your other bank accounts

Transfer money out of HoneyBook Balance account

Sync HoneyBook Balance with QuickBooks Online to automatically track business transactions and transfers and streamline bookkeeping

Connect your HoneyBook Balance Checking Account to QuickBooks Online

Automatically send money to other accounts to pay for salaries, retainers, and bills.

Use your HoneyBook Balance account to send recurring transfers

HoneyBook Balance: Vendors and Payroll

Regularly review your cashflow projections and historical metrics so you can make informed decisions about your money

Explore income and expense projections

Use HoneyBook Balance and your Visa® debit card to track expenses, monitor project profitability, and improve your financial strategy

Track business spending and project profitability with HoneyBook Balance

Get fast access to your funds with the HoneyBook Balance debit card—track business expenses, make purchases, and withdraw cash with ease

HoneyBook Balance Visa® debit card: Features, limits, and ATM access

Manage your HoneyBook debit card on the go by adding virtual cards through the app and ordering or activating the physical debit card.

Use the app to manage your HoneyBook debit card

HoneyBook Balance: Insights

Download monthly account statements and transaction reports to see where your money comes and goes

Get account statements and transaction reports

Get more information about what appears in the "Transactions" table and what you can do in it

How to read the Transactions table in HoneyBook Balance

Why the different pending transactions appear on your transactions table.

Why refunds/declined transactions/authorization holds appear on your account

If you have a HoneyBook Balance Business Checking Account, you can use the money in it to cover refunds.

How to use your HoneyBook Balance account for refunds

HoneyBook Balance: Account

business expense tax deductions, business expense tax write-offs, tax-deductible business expenses, common business expense tax categories

Automatically categorize business expenses

About business expense categories

HoneyBook Balance: Taxes

How long it takes for credit card payments and bank transfers to reach your HoneyBook Balance Business Checking Account

How payments are different with a HoneyBook Balance account

Connect your business checking account to Venmo to transfer payments received in Venmo to HoneyBook Balance

Connect Venmo to HoneyBook Balance account

HoneyBook Balance: Client Payments

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