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How to Manage Multiple Bank Accounts on the Dashboard in Sumung

The Bank Accounts dashboard shows every account as its own card, so you can compare balances and review status across all of them in one place.

Steps

  1. Go to Bank Accounts to see every account as a card with its balance and status counters.
  2. Use the "Archived" toggle to switch between active and archived accounts.
  3. Click any card to open that account's full detail page, or use its "Manage" dropdown for quick actions without leaving the dashboard.
  4. Use "Add Bank Account" to bring in another account whenever needed.

Related Articles

  • How to Use the Bank Accounts Dashboard in Sumung
  • How to Switch Between Bank Accounts in Sumung
  • How to Use Quick Action Buttons on the Bank Accounts Dashboard in Sumung

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