Bank Account
Track bank balances with simple dated snapshots — no need to log every debit and credit.
Last reviewed 2026-07-15
Bank Account tracking keeps your cash balances in the wealth picture. You record available balance snapshots whenever you want — Invesh does not need every debit and credit.
Why it exists
Most households hold money in one or more bank accounts. Snapshots keep net worth accurate without turning Invesh into a full bank ledger.
How tracking works
| Concept | Meaning |
|---|---|
| Account | One bank account (nickname + bank name; account number / IFSC optional) |
| Snapshot | Available balance as of a date |
| Latest balance | Your most recent snapshot (by date, then when it was created) |
| History | Dated snapshots over time (trend chart) |
Bank accounts do not use an “invested” amount the way stocks or mutual funds do — dashboards are balance / latest-snapshot centric. You can add more than one snapshot on the same date; the latest by date then creation time wins.
This is a snapshot-based tracker. See Tracker behaviors: Bank Account.
What you need to start
- Bank name
- Account nickname (for example Salary Account)
- Current available balance
Account number, IFSC, and branch are optional.
Tips
- Update the balance regularly so the Wealth Dashboard stays accurate
- Track multiple banks as separate accounts
- DICGC insurance context appears in-app as informational context for bank deposits — not advice
Related
- How-to: Add an investment account
- How-to: Add a bank account snapshot
- Overview: Add a snapshot or holding
- Complete onboarding (bank-first tour)