Steps
The layout flows like this:
- Dashboard (/accounting/banking) - one card per account, with balances, status counters, and a "Manage" dropdown for quick actions.
- Account Details page - opened by clicking a card. Shows an account-switcher row, three tabs (Review Transactions, Posted Transactions, Statements), and an Auto Rules button.
- Manage dropdown (on either page) - a 4-column menu (Plaid, Find, New, Reconcile) giving access to nearly every account-level action without leaving the page you're on.
Related Articles
- How to Use the Bank Accounts Dashboard in Sumung
- How to Switch Between Bank Accounts in Sumung
- How to Review Transactions in Sumung
Was this article helpful?
Your feedback helps us improve our documentation.