How to Manage Multiple Bank Accounts Efficiently in Sumung

This is especially important when handling several accounts at once, where reviewing each one separately can become time-consuming.

Steps

Use the account-switcher row on the Account Details page to move between accounts without returning to the dashboard each time.
Set up Auto Rules that apply to "All bank accounts" for categorization logic you want everywhere.
Check the dashboard's status counters first to prioritize which accounts need review most urgently.
Archive accounts you no longer use so the dashboard only shows what's active.

Good to Know

Each account on the dashboard shows its own balance and status counts, so you can scan all of them for issues before diving into any single one.

Related Articles

How to Switch Between Bank Accounts in Sumung
How to Use the Bank Accounts Dashboard in Sumung
How to Reorder Bank Accounts in Sumung

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