Managing and tracking multiple bank accounts can be a challenge. It takes time to check balances and transactions across different banks. This often leads to confusion and mistakes in managing money.
Bank Summary is a banking tracking software that brings all your accounts into one dashboard. It saves time, avoids mistakes, and helps you manage your business more clearly.
Most people and businesses open different accounts for a reason. It helps separate rent, salaries, vendor payments, personal savings, or incoming funds from clients. This makes sense at first but adds more steps to everyday tracking.
When it’s time to check recent transactions, confirm balances, or understand where the money went, it means going through each account separately. That’s where small delays and mistakes start building up.
You can’t see your total cash position across banks in one place.
Checking one payment means going through multiple accounts manually.
You have to recall which bank was used for what, such as rent, salaries, bills, or transfers.
Exporting and matching reports from different portals takes time and effort.
There’s no easy way to check inflow vs. outflow across all accounts together.
See available balances across all accounts in one place to plan spending with more clarity.
Track how money moves between accounts and catch unusual transfers without switching tabs.
Get categorized data that’s easy to filter, check, and export for audits, tax, or internal reports.
Access real-time data when needed to make fast choices without waiting for monthly summaries.
Know your updated account positions each day without logging into separate bank portals.
Use filters and labels to review spending or income across all banks side-by-side.
With Bank Summary, you don’t need to switch between bank portals or update spreadsheets. Our banking tracking software brings everything into one clear view.
Linking your accounts through our banking tracking software takes just a few simple steps. You only do it once, and after that, everything updates on its own.
Log in to your Bank Summary account and go to the "Add Bank Account" section.
Choose from the list of supported banks. Most major banks are already available.
Use your regular bank username and password. This is done securely through encrypted access.
Some banks may ask for an OTP or app approval OTP depending on their settings.
Your account will now start showing balances and transactions directly inside your dashboard.
Daily tracking helps you stay in control of your cash flow without waiting for reports. Bank Summary updates your transaction list every day, so you always know what happened across all accounts.
Streamline Your Finances: Connect, Fetch, and View All Your Bank Transactions in One Place.