> For the complete documentation index, see [llms.txt](https://help.citrusad.com/retail-media-interface/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.citrusad.com/retail-media-interface/advertiser-wallet-management/navigating-the-wallet-manager.md).

# Navigating the wallet manager

The Wallet Manager makes it easy to oversee all campaign wallets, providing access to key metrics and detailed wallet information in one place.

## **How to Find the Wallet Manager:**

1. Navigate to the sidebar and select the Wallet Manager.
2. In the Wallet Manager, you can oversee all campaign wallets.

## Key Functionality:

* Filter the view to display a specific wallet. By default, archived wallets are hidden.
* Use the Wallet Manager section to view all key wallet details:
  * **Wallet name**
  * **External ID:** used for external reconciliation/linking.
  * **Available Balance:** remaining balance on the wallet.
  * **Daily Limit:** the wallet daily budget that has been set.
  * **Projected End Date:** estimates when a wallet will run out based on the daily limit set—helping you plan ahead.
  * **Currency:** the wallet's set currency.
  * **Status:** help you quickly identify which wallets are healthy and which may need attention.
* Click the **ellipsis** next to any wallet to **edit settings** (like daily budget) or **archive** it when no longer needed. Editing availability depends on your retailer.
* Use the **Balance Over Time graph** to view a snapshot of budget use and spend trends.
  * You can adjust the **date Range** and **data grouping**, as well as export to CSV on the right.
* View the **Activity History** for a log of wallet credits and debits within a chosen date range for complete transparency.

Take the guided tour below for a step-by-step walk-through:

{% embed url="<https://epsilon.storylane.io/share/3cgrwk8iv77f>" %}

View more tours on the [**Demo Hub**](https://epsilon.storylane.io/hub/demo-hub)**.**


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.citrusad.com/retail-media-interface/advertiser-wallet-management/navigating-the-wallet-manager.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
