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HoneyBook Balance

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

25 articles

Getting Started with HoneyBook Balance

Apply for a HoneyBook Balance Checking Account

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

Quick start guide: HoneyBook Balance

Continue setting up your HoneyBook Balance Checking Account

Get your HoneyBook Balance Visa® debit card

Prepare for tax season with a HoneyBook Balance tax savings bucket

Understanding the difference between HoneyBook Finance and HoneyBook Balance

HoneyBook Balance: Fraud

Tackle card activity fraud in HoneyBook Balance

How to get a new HoneyBook debit card

HoneyBook Balance: Saving Money

Set up savings buckets in HoneyBook Balance

HoneyBook Balance: Vendors and Payroll

Transfer money out of HoneyBook Balance account

Connect your HoneyBook Balance Checking Account to QuickBooks Online

Use your HoneyBook Balance account to send recurring transfers

HoneyBook Balance: Insights

Explore income and expense projections

Track business spending and project profitability with HoneyBook Balance

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

Use the app to manage your HoneyBook debit card

HoneyBook Balance: Account

Get account statements and transaction reports

How to read the Transactions table in HoneyBook Balance

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

How to use your HoneyBook Balance account for refunds

HoneyBook Balance: Taxes

Automatically categorize business expenses

About business expense categories

HoneyBook Balance: Client Payments

How payments are different with a HoneyBook Balance account

Connect Venmo to HoneyBook Balance account