How do I find my meta payment history?

Tracking your payments and transaction history on Meta’s platforms like Facebook and Instagram is important for monitoring your advertising spend, sales, and fees. Thankfully, Meta provides easy ways to view your full payment history across its apps. Here’s an in-depth look at how to find your complete payment and transaction records on Facebook, Instagram, and Meta Business Suite.

Viewing Your Facebook Payment History

Facebook provides two ways to look up your payment history – through your Facebook Payments settings and in Facebook Ads Manager. Here’s how to use both:

Facebook Payments

The Facebook Payments page shows all your transactions across Facebook, including payments, payouts, and fees. To view it:

1. Go to the Facebook Payments page by clicking the Settings menu > Payments in the Facebook app or facebook.com.
2. Review your payment history – all transactions are shown in reverse chronological order.
3. Filter payments by date range, type (payout, payment, fees etc), and source (Ads, Marketplace etc).
4. Click any transaction to view details like date, description, amount.

Facebook Ads Manager

All your Facebook advertising payments can also be found in Facebook Ads Manager:

1. Go to the Ads Manager at facebook.com/adsmanager.
2. In the left sidebar, click Payments > Payment history.
3. Select date range to filter transactions.
4. Review payments made, including date, amount, invoice number, billing method.
5. Click Export to download your ad payment history.

The Ads Manager payment history shows all your advertising transactions across Facebook, Instagram, Messenger and Audience Network.

Checking Instagram Payment History

Instagram uses the Facebook Payments system for all transactions, so your Instagram payment history can be viewed on Facebook. Here’s how:

1. Go to the Facebook Payments page from your Instagram app or profile.
2. Filter transactions by Source > Instagram.
3. Review payments made and income received from Instagram shopping, promotions, ads etc.
4. Click individual transactions to see details like date, amount and description.

Your Instagram payment history and earnings are combined with Facebook Payments. There is currently no separate payments page for Instagram.

Meta Business Suite Payment History

Meta Business Suite centralizes ads, shops and analytics for Facebook and Instagram. Your Business Suite payment history contains:

• Advertising payments made for Facebook/Instagram ads.
• Shop sales revenue earned on Instagram and Facebook.
• Payouts from promotions on Instagram and Facebook.

To view your full Business Suite payment history:

1. Open Business Suite and go to the Business settings.
2. Click Payments > Payment history in the left menu.
3. Filter and review your transactions here across ads, shopping, and Instagram/Facebook payouts.
4. Click Export CSV to download your payment history. The CSV file contains full transaction details.

Downloading Your Meta Payment History

You can download your payment and transaction history from Meta’s platforms in CSV/Excel format for your records or to import into accounting software. Here’s how to download your full payment history:

Facebook Payments

1. Go to the Facebook Payments page.
2. Click on the Export link at the top.
3. Select your date range then click Export again.
4. Your Facebook transaction history CSV will download immediately.

Facebook Ads

1. In Ads Manager, go to Payment history.
2. Click Export at top.
3. Choose your date range then click Export.
4. Your ad payment history will download as a CSV file.

Business Suite

1. Go to Payment history in Business Suite settings.
2. Click Export CSV to download your full history.

You can also download invoices and individual transactions as PDFs in Business Suite Payments.

Verifying Transactions in Your Bank

To confirm that the payments on Meta’s platforms match what’s in your bank account:

1. Export your Meta payment history as a CSV file.
2. Log in to your bank account and download your bank statement from the same date range as your CSV export.
3. Open both the Meta CSV and bank statement in a spreadsheet program like Excel.
4. Compare the transactions in both files to verify dates, descriptions and amounts match.

Checking that your Meta payments reconcile with your bank account is important to ensure there are no errors or missing transactions.

Troubleshooting Missing or Incorrect Transactions

If your Meta payment history is missing a transaction or has an error, here are some steps to troubleshoot:

• Check different date ranges in case the transaction is recorded for a different period.
• Look for the transaction in both Facebook Payments and Ads Manager in case it’s only showing in one.
• Contact Meta Support and provide transaction details to investigate missing or incorrect payments.
• Check bank account for any pending deposits that are yet to clear from Meta.
• Confirm billing details and payment methods are correct if payments are not coming through.
• Raise a support ticket with your finance team if transactions are missing from the bank side.

Reconciling your Meta payments with your bank account promptly can help identify and resolve any missing funds or errors.

Exporting Payment History for Taxes

Download your full Meta payment history at tax time as documentation for your income and expenses:

1. Export detailed CSV files of your Facebook, Instagram and Business Suite payment history covering the full tax year.
2. Add up total income and costs from Meta for the year based on the CSV exports.
3. Include this Meta income/expenses when filing your tax return and submitting supporting docs.
4. Keep the Meta CSVs and confirmations as part of your tax records in case of an audit.

Having a complete payment paper trail from Meta’s platforms makes tax filing more transparent and compliant.

Linking Payment Accounts

To receive payouts from Meta’s platforms, you need to connect a payment account. Here’s how to setup and manage your payment accounts:

Facebook

1. Go to Facebook Payments and click Payment Settings.
2. Click Add Payment Account.
3. Select a payment method – PayPal or bank account.
4. Enter your account details and confirm the amounts Meta deposits.
5. Once verified, this account will receive Facebook payouts.

Instagram

Instagram uses your Facebook payment account. Add or manage payment accounts from the Facebook Payments screen.

Business Suite

1. In Business Settings, go to Payment Settings.
2. Click Connect Payment Account.
3. Choose PayPal or bank account.
4. Enter details and complete verification.
5. This account will get Business Suite payouts.

Ensure your payment accounts are properly set up so you receive earnings as expected from Meta’s platforms.

Changing Your Payment Account

If you need to update the payment account receiving deposits from Meta:

1. Add the new payment account on Facebook Payments or Business Suite.
2. Complete the verification process by providing details and confirming amounts deposited.
3. Once verified, set this as your new active payment account.
4. Remove your old payment account if no longer needed.
5. Confirm that future payouts from Meta come into the updated account.

Updating your payment account right away if your banking details change avoids payment issues and delays.

Setting Up Two-Factor Authentication

Enabling two-factor authentication (2FA) adds an extra layer of security to your Meta payments account:

Facebook

1. Go to Facebook Settings > Security and Login.
2. Under Use Two-Factor Authentication, click Edit.
3. Select Enable then choose your 2FA method – SMS text, authentication app etc.
4. Follow prompts to setup your 2FA verification.
5. You’ll now require both password and 2FA code to access your payments account.

Business Suite

1. In account menu, click Settings > Security > Two-Factor Authentication.
2. Click Enable Two-Factor Authentication.
3. Choose SMS or authentication app for 2FA.
4. Follow instructions to complete 2FA setup.
5. Logins to payment accounts now need password + 2FA code.

With 2FA, only you can access your accounts even if your password is compromised, adding an extra layer of payment security.

Checking Payment Account Activity

Review your Meta payment account activity regularly for unauthorized access or suspicious transactions:

• Log in and look for any unknown sessions or logins from other devices/locations.
• Check Facebook/Business Suite payment settings for added payment accounts you don’t recognize.
• Review Facebook Payments/Business Suite activity for irregular transactions.
• Confirm bank deposits match expected payouts from Meta – watch for missing or fraudulent transfers.
• Consider SMS/app notifications for payment account logins to monitor access.

Proactively monitoring payment account activity helps identify unauthorized transactions quickly before you lose funds.

Conclusion

Tracking your complete payment history on Meta’s platforms provides insight into your advertising costs, sales revenue, and account activity. Download and reconcile your payment transactions regularly to confirm accuracy. Keep payment methods and details up-to-date to avoid disruptions to your funds. Enable 2FA for added account protection. With a clear view of your end-to-end financials, you can make informed spending decisions and monitor performance.