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How to Use the Bank Accounts Dashboard in Sumung

The dashboard is the main hub for your bank accounts - a card per account, with balances, status counters, and quick actions.

Steps

  1. Go to Bank Accounts in the main sidebar.
  2. Use the toolbar ("Archived," "Upload Statement," "Auto Rules," "Add Bank Account") for workspace-wide actions.
  3. Scan each card's balance rows and status pills to see which accounts need review.
  4. Click a card to open its full detail page, or use its "Manage" dropdown for quick actions inline.

Related Articles

  • How the Bank Accounts Layout Is Structured in Sumung
  • How to Manage Multiple Bank Accounts on the Dashboard in Sumung
  • How to Use Quick Action Buttons on the Bank Accounts Dashboard in Sumung

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