Average Daily Balance

Average daily balance (ADB) is the mean balance in an account over a period — typically a month or year — calculated by summing the end-of-day balances and dividing by the number of days. Lenders use ADB from bank statements to underwrite cash-flow-based loans, assess revenue stability, and set line-of-credit limits.

For small business underwriting, average daily balance is a key metric that lenders extract from three to twelve months of business bank statements. It gives a normalized picture of how much cash flows through the account on a typical day, smoothing out one-time deposits and seasonal swings that can make a single month's ending balance misleading. Cash-flow lenders — including MCA funders and most alternative lenders — use ADB to size advances. A common rule of thumb is that an advance should not exceed one to one-and-a-half times the borrower's average monthly deposits, which is closely related to ADB. Lenders also look for consistency: a high ADB with stable patterns is preferable to a high ADB driven by one large deposit. For credit card underwriting, average daily balance is used to compute interest charges: interest = (ADB × daily periodic rate × days in period). This is the standard method disclosed under [[tila]] and [[regulation-z]] (https://www.consumerfinance.gov/ask-cfpb/how-does-my-credit-card-company-calculate-the-interest-i-owe-en-44/). Understanding your account's ADB helps predict interest charges and guides [[bank-statement-loan]] qualification.

Examples

Frequently asked questions

How do lenders use average daily balance in underwriting?

Lenders pull 3–12 months of business bank statements and compute monthly average daily balances to assess revenue consistency and cash-flow health. A rising or stable ADB signals financial health; a declining or highly volatile ADB raises repayment concerns. The ADB also informs the maximum advance or line size.

How is average daily balance different from average monthly revenue?

ADB reflects the typical cash held in the account day-to-day; average monthly revenue reflects total deposits received. A business can have high revenue (deposits) but a low ADB if money flows out quickly — indicating thin cash reserves. Lenders look at both.

Related terms

Further reading