How to Ensure Data Safety in Bank Records in Sumung

Practical steps you can take:

• Connect accounts via Plaid where possible, since synced data is less prone to manual entry errors than typed-in transactions.
• Use Settings to control which roles can add accounts, import statements, or edit transactions.
• Reconcile regularly so discrepancies are caught early rather than accumulating.
• Use Archive instead of any destructive action when retiring an account - your history is preserved either way.

1. Only authorized users should be granted access to reconciliation and account-editing actions. Review your Settings roles periodically to confirm this is still the case.

• How Permissions Affect Bank Data in Sumung
• How Data Accuracy Is Ensured in Sumung
• How to Track Changes in Bank Data in Sumung