Add a bank account snapshot

Record an available balance snapshot for a Bank Account tracker with the guided balance form.

Last reviewed 2026-10-17

Bank Account tracking uses dated balance snapshots — not every debit and credit. Add a snapshot whenever you want the latest available balance on record.

Prerequisites: permission to create data, and a Bank Account account (nickname + bank name). See Add an investment account.

Open the app as you go

Field labels match the guided Add Snapshot flow in the Invesh app.

Open the bank dashboard

Go to Bank Account and select the account you want to update.

Start Add Snapshot

Choose Add Snapshot on the dashboard (or continue with Record balance right after you create the account, or start from Artha’s assisted bank balance flow).

Enter balance in the guided form

The guided form asks for the account (if it is not already selected), then Available balance. Today’s date is stamped automatically (As of shown on the step). Optional note fields are available when shown.

Save with Save balance. The finish screen confirms today’s balance is recorded.

Each Add Snapshot submit saves one balance. You may add more than one snapshot for the same date. The latest snapshot for that account wins — ordered by date, then by when the row was created. Add another balance later with Add Snapshot again.

Verify

Confirm the balance hero and history table show the new row. The latest snapshot drives the Wealth Dashboard cash figure for that account (included in Total Wealth, not in hero Invested or gain). Banks do not use a separate “invested” metric.

Tips

  • Update regularly so net worth stays accurate
  • Track each real bank account as its own Invesh account
  • First-time setup can open the balance flow right after Account ready to track via Record balance
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