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

The dashboard toolbar gives you fast access to the most common actions without opening a specific account first. "Upload Statement" - import a statement file…

Steps

  1. "Upload Statement" - import a statement file for any account.
  2. "Auto Rules" - open the rules manager across all accounts.
  3. "Add Bank Account" - connect via Plaid or add an account manually.
  4. "Archived" toggle - switch the dashboard view between active and archived accounts.

Related Articles

  • How to Use the Bank Accounts Dashboard in Sumung
  • How to Add a New Bank Account in Sumung
  • How to Create Auto Rules in Sumung

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