The Home page is your Command Centre in Float. It shows whether the money in your Float balance covers what's coming, and it ranks the next actions worth taking. This article walks through each part of the page and what its buttons do.
Home is only available to Administrators.
Guide Overview
Page header
Your business name sits at the top left. The buttons on the right start the most common money actions. Each one opens a flow you already know from elsewhere in Float.
- Add funds: Top up your Float balance.
- Receive: View the Float Business Account details you use to receive funds.
- Transfer: Move funds between your Cash and Charge balances.
- Send Money: Send a payment to a recipient.
- Create Card: Create a new Float Card, from scratch or from a card template.
Switch currencies and views
Two toggles control what the page shows:
- CAD & USD: Switches the charts, tables and rewards to that currency.
- Spend & Forecast: Switches between what you've spent and what's coming.
Spending Power
Two cards at the top of the page show your Spending Power in CAD and USD. Select a card to open your account balances.
Spend view
Spend view shows what your business has spent over a period you choose.
- Period selector: Pick a time period, such as Last 30 days. Every spend figure reflects it.
- Spend breakdown: Your total spend, split into card, Bill Pay and Reimbursement spend.
- Spend chart: A running total from the first day of the period. Hover over the chart to see your spend to date, with the breakdown, for that day.
- Recent transactions: Your five latest transactions in the selected currency. The period selector doesn't change this list. Select a row to open that transaction in Transactions, with its details panel open.
Forecast view
Forecast view answers one question: will your balance cover what's coming?
The chart has three bars, from left to right:
- Available cash: Your balance after pending card transactions.
- Upcoming payments: Bills and reimbursements scheduled to be paid. Hover to see how many of each and their amounts.
- Projected balance: What's left once those payments go out.
If your projected balance falls below zero, the page flags a shortfall. Select the Upcoming payments bar to open the Pending tab on the Payments page.
Please Note: Upcoming payments only counts payments funded from your Float Cash balance. If a bill's funding source is an external account, it doesn't draw on your Float balance, so it won't appear in the chart or change your Projected balance.
Two tables sit below the chart:
- Recent Activity: Your five latest account activities for the selected currency. Select the link or any row to go to your Cash balance page in Accounts.
- Upcoming payments: Your next five payments, soonest first. Select a row to open it in Payments, or use the link above the table to see the full list.
Interest and cashback
Below the chart, Interest and Cashback show what your balance has earned this month so far. They follow the CAD | USD toggle, but not the period selector. Hover over the info icon on each to see how it's earned. Learn more opens the Earning Interest with Float FAQs or the Float Cashback FAQ in a new tab.
Action Items
Action items list the most useful next steps for your business, most urgent first: red items, then yellow, then the rest. Anything that puts payments at risk, like a balance shortfall, ranks above setup suggestions. Card renewal reminders now appear here instead of as a banner at the top of the page.
Select an item to expand it and see what's happening. Its button opens the right flow, and the item clears on its own once the step is done. Use Dismiss (the "X") to hide an item. Dismissing applies to you only, so other administrators still see it. Most dismissed items come back after a set time, and the time varies by item.
Items include:
- Balance shortfall: Flags a balance that won't cover upcoming payments. You can't dismiss it.
- Renew cards: Appears for physical and virtual cards that expire within 30 days and have no replacement on the way. You can't dismiss it.
- Set up auto-funding: Suggests auto-funding if you add funds manually. It comes back after 30 days.
- Issue cards to employees: Appears when employees don't have a card yet. It comes back after 30 days.
- Connect HRIS: Suggests connecting your HRIS to sync your team. If you dismiss it, it stays hidden while the condition is true.
- Collect missing receipts and Review outstanding transactions: Come back after 7 days.
- Approve requests and bill payments, Review card limits, Resolve paused or locked cards and Activate cards: Shown when something needs your attention.
More items are added over time.
Frequently Asked Questions
Why isn't the Home page loading?
Try these steps:
- Log out of Float, refresh your browser, and log back in.
- Try a different browser.
- Clear your browser's cache and cookies.
- Turn off your VPN if you're using one.
- Check whether an ad blocker is interfering. You can allow Float in your ad blocker instead of turning it off.
If the page still doesn't load, contact support@floatfinancial.com.
Where can I see my balances?
Your Spending Power for CAD and USD is in the cards at the top of Home. Select a card to open your account balances. To see your available cash, switch to Forecast.
Why aren't pending card transactions in Upcoming payments?
They're already deducted from Available cash (i.e., the first bar). Upcoming payments cover bills and reimbursements only.
Why is a pending bill missing from Upcoming payments?
Upcoming payments only count payments that come out of your Float Cash balance. If a bill's funding source is an external account, it doesn't use your Float balance, so it won't appear here or affect your Projected balance.
Why does my spend chart show a higher number on later days?
The chart is a running total from the start of the period, not a single day's spend. Flat stretches mean no new spend.