Bank Account

Snapshot-based tracker — balance in Total Wealth and Artha worth; excluded from return figures.

Last reviewed 2026-10-10

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
Wealth DashboardLatest balance counts in Total Wealth; excluded from hero Invested and hero gain / percent
Artha homeLatest balance counts in portfolio worth; excluded from Overall gain and % vs invested
HistoryDated snapshots (multiple on the same date allowed; latest wins)
ScopeAll Accounts or one selected bank account
Trend chartSnapshot series over time; one-account view uses that account’s snapshots and the label Balance for this account
DeleteRemoving a snapshot removes that history point

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

PreviousTracker behaviorsHow snapshots, holdings, and transaction-based trackers update values for live investment types.NextStocksHoldings-based tracker — how stock invested value, current value, and P&L update in Invesh.