How Bank Summary Works

Not Another App. Just the One That Brings Them Together.

You already have bank apps. What’s missing is a way to actually see everything at once. Bank Summary pulls your accounts into one clean view, with no switching and no second-guessing.

How Bank Summary Works
What Happens Behind the Scenes

What Happens Behind the Scenes

When you link a bank, Bank Summary connects using secure, bank-approved connections (APIs). Your money isn’t touched. We only read your balance and transactions so you can see exactly what’s there.

Your transactions and account data stay safe. Bank Summary only reads what’s needed to show your balances and spending clearly. Nothing is stored or shared. Your money and financial records always stay private.

Bank Summary keeps your account info updated automatically. You don't need to log in to each bank or even open Bank Summary every time. Your transactions stay updated and sorted into clear categories, ready whenever you check.

How to Unify Multiple Bank Accounts Using Bank Summary

If you’re looking for an easy way to track all your accounts in one place, these steps show how to connect multiple banks to a finance dashboard using one web app - Bank Summary.

Set Up Your Bank Summary Account

  • Create your profile by adding basic details.
  • You only need to do this once.
  • Save your info.

Pick the Banks You Want to Add

  • Select the bank you want to connect to.
  • Add the details of that bank account.
  • Repeat for any other banks you use.

Link Your Accounts Safely

  • Choose the accounts you want to track.
  • Add your login details to connect them securely.

Repeat For Any Other Accounts You Wish.

  • Wait while each connection is approved and saved.
  • Your account details are safe and secure with us.

View Everything in One Place

  • Once linked, your accounts begin syncing automatically.
  • The dashboard shows balances and transactions clearly.
  • Get a clean, categorized view of all your money in one spot.

No pressure. Just link your banks once and see everything sorted in one clean, updated view.

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