Managing Bank Accounts in ezBankSummary 

Take Control of Your Finances with a Single Dashboard

If you manage multiple bank accounts, you know how overwhelming it can get—different logins, scattered statements, and endless spreadsheets. With ezBankSummary, you can keep all your accounts neatly organized in one dashboard. It not only simplifies your daily money management but also helps with financial statement analysis giving you clearer insights into your spending, savings, and overall financial health.

1. Unified Bank Accounts Dashboard 

The Bank Accounts page gives you a card-style view of all your accounts Checking, Savings, or even Credit Cards. Each card shows: 

• Bank name and account number (last 4 digits only for security) 

• Account type (Checking, Savings, etc.) 

• Number of uploaded statements 

• Latest statement file 

2. Adding New Accounts is Simple 

Click “+ Add Account” and a sleek modal opens up. Just enter: 

• Account Name (e.g., “Chase Checking”) 

• Bank Name 

• Last 4 digits of account number 

• Account Type 

That’s it—your new account is ready to use. 

3. Upload & Track Statements 

Each account card also shows your uploaded statements. The system automatically keeps track of the latest file, so you never lose track of which statement was last uploaded. 

💡 Pro Tip: Start by adding all your business and personal accounts. This foundation makes analysis and categorization much smoother later. 

👉 Ready to simplify your finances? Add your first bank account in ezBankSummary today.