On any bank's own dashboard page you get a quick overview of its activity during the current period:

Charts & Graphs

  • Running balance tab shows the running balance from period start date to end date in a nice view
  • Activity breakdown tab shows a month-by-month split between: Receipts / Payments / Transfers In / Transfers Out

Add transactions to the bank

Using the buttons under the graph, you can quickly add any of the following for this bank account: 

  • Bank Statement data
  • Cheque listings
  • Deposit listings

Quick links to the bank's reports / functions

Using the quick links in the bottom left corner you can quickly access any of the following for this bank: