Bank Account

Snapshot-based tracker — how bank balance values update in Invesh.

Last reviewed 2026-07-15

Bank Account uses a snapshot-based tracker.

Uses point-in-time balance snapshots, not every individual debit or credit. Update the snapshot value to keep tracking current.

MetricRule
Latest balanceMost recent snapshot available balance for the account (by date, then createdAt)
InvestedNot used — backend treats bank invested as empty; dashboards are balance-centric
HistoryDated snapshots (multiple on the same date allowed; latest wins)
Trend chartSnapshot series over time
DeleteRemoving a snapshot removes that history point

Updating the balance regularly keeps net worth accurate. DICGC insurance context in KPIs is informational — not advice.

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