> ## Documentation Index
> Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Internal Bank Accounts and Balances in Kuvera Arc

> Learn how to create, import, search, filter, and export internal bank account records in Kuvera Arc's Bank module for financial tracking.

The Bank module in Kuvera Arc gives you a central place to manage internal bank account records tied to business payment activity. Because Kuvera Arc does not connect to real banking APIs, every bank record is maintained manually.

<Warning>
  Bank accounts in Kuvera Arc are for **internal record-keeping only**. There is no automatic synchronization with real-world banks or external financial systems. All entries must be added and maintained manually.
</Warning>

## Get started

Before you can access the Bank module, Kuvera Arc may display a system notice explaining that bank records are maintained internally.

<Frame caption="Bank module system notice" />

<Steps>
  <Step title="Navigate to Finance">
    In the left navigation panel, click **Finance**.

    <Frame caption="Finance section in the sidebar" />
  </Step>

  <Step title="Open Bank">
    Click **Bank** from the Finance menu.
  </Step>

  <Step title="Acknowledge the notice">
    Read the notice and click **I Understand** to continue.
  </Step>
</Steps>

<Info>
  After acknowledging the notice, you are taken to the Bank Listing Page.
</Info>

## Bank Listing Page

The Bank Listing Page shows every bank account created or imported into Kuvera Arc. Use it to review balances, search for accounts, filter records, export data, and open account details.

<Frame caption="Bank Listing Page" />

<CardGroup cols={2}>
  <Card title="Bank ID" icon="hashtag">
    Unique identifier assigned to each internal bank record.
  </Card>

  <Card title="Bank Name" icon="building-columns">
    Internal account name or label used in Kuvera Arc.
  </Card>

  <Card title="Created On" icon="calendar-days">
    Date the bank record was added to the system.
  </Card>

  <Card title="Total Balance" icon="money-bill">
    Balance recorded in Kuvera Arc. This is not synced from a real bank.
  </Card>

  <Card title="Action" icon="eye">
    Opens the Bank Details Page for the selected account.
  </Card>
</CardGroup>

<Note>
  The data count indicator shows how many records are currently visible, such as **2 out of 10**. Use search and filters to narrow the list.
</Note>

## Create or import bank accounts

Kuvera Arc gives you two ways to add internal bank records.

<Tabs>
  <Tab title="Create a bank account">
    Use this method to add one account manually.

    <Steps>
      <Step title="Open Bank">
        Go to **Finance > Bank** and accept the system notice if prompted.
      </Step>

      <Step title="Click Create New Bank">
        Select **Create New Bank** at the top of the listing page.

        <Frame caption="Create New Bank button" />
      </Step>

      <Step title="Enter bank details">
        Complete the required fields in the popup form.

        <Frame caption="Create Bank form" />
      </Step>

      <Step title="Save the account">
        Click **Create Bank** to save the record.
      </Step>
    </Steps>

    <AccordionGroup>
      <Accordion title="Bank Name">
        Required. Enter the internal name for the account, such as **Nepal Investment Bank — Operations Account**.
      </Accordion>

      <Accordion title="Account Type">
        Required. Choose the type of account, such as **Saving Account** or **Current Account**.
      </Accordion>

      <Accordion title="Description">
        Optional. Add notes that help your team identify or understand the bank record.
      </Accordion>
    </AccordionGroup>

    <Tip>
      Click **Close** to discard your input without saving. Click **Create Bank** to confirm.
    </Tip>
  </Tab>

  <Tab title="Import bank accounts">
    Use this method to add multiple bank accounts from a spreadsheet.

    <Steps>
      <Step title="Open Bank">
        Go to **Finance > Bank** and accept the system notice if prompted.
      </Step>

      <Step title="Click Import Bank">
        Select **Import Bank** at the top of the listing page.

        <Frame caption="Import Bank button" />
      </Step>

      <Step title="Upload your file">
        Upload a **CSV**, **XLSX**, or **XLS** file. Use the sample file if you are unsure about the required structure.

        <Frame caption="Bank import upload" />
      </Step>

      <Step title="Review detected headers">
        Kuvera Arc attempts to detect column headers from your file. Review them before continuing.
      </Step>

      <Step title="Map your fields">
        Match each uploaded column to the correct Kuvera Arc bank field.

        <Frame caption="Bank import field mapping" />
      </Step>

      <Step title="Complete the import">
        Confirm the import. Successfully matched records are added to the Bank Listing Page.
      </Step>
    </Steps>

    <AccordionGroup>
      <Accordion title="What happens during import?">
        * Unsupported file formats are rejected before processing.
        * Valid records are added to the bank listing.
        * The import does not affect external or real-world bank systems.
        * Imported data should be verified for accuracy.
      </Accordion>

      <Accordion title="What if my file has errors?">
        Rows with formatting issues or missing required fields may be skipped. Review the import summary, correct issues, and re-import if needed.
      </Accordion>
    </AccordionGroup>
  </Tab>
</Tabs>

## Search and filter records

Use search and filters to locate bank records quickly.

<Frame caption="Bank search and filter tools" />

<CardGroup cols={2}>
  <Card title="Search" icon="magnifying-glass">
    Type a bank name or keyword to filter results.
  </Card>

  <Card title="Bank ID" icon="hashtag">
    Show records matching a specific bank identifier.
  </Card>

  <Card title="Created On Date" icon="calendar-days">
    Show records created within a selected date range.
  </Card>

  <Card title="Total Balance" icon="money-bill">
    Show records whose balance falls within a minimum and maximum range.
  </Card>
</CardGroup>

<Note>
  To view deactivated bank accounts, open the options menu on the Bank Listing Page and select **View Inactive Banks**.
</Note>

<Tip>
  Combine the search bar with filters for more precise results when your account list grows.
</Tip>

## Export bank records

Use export to download bank records for reporting, reconciliation, or documentation. Exporting does not modify records in Kuvera Arc.

<Frame caption="Export Bank Records panel" />

<Steps>
  <Step title="Open the export panel">
    From the Bank Listing Page, click **Export Data**.
  </Step>

  <Step title="Choose an export type">
    Select whether to export all records or only the currently visible records.
  </Step>

  <Step title="Select a file format">
    Choose **XLSX**, **PDF**, or **CSV**.
  </Step>

  <Step title="Download the file">
    Click **Export Data** to generate and download the file. Click **Reset** to clear selections.
  </Step>
</Steps>

<Tabs>
  <Tab title="Full Export">
    Downloads every bank account record in the system. Active filters and search terms are ignored.
  </Tab>

  <Tab title="Current View Export">
    Downloads only the records currently shown on the page, including active filters and search terms.
  </Tab>
</Tabs>

<CardGroup cols={3}>
  <Card title="XLSX" icon="file-excel">
    Export bank records for spreadsheet editing.
  </Card>

  <Card title="PDF" icon="file-pdf">
    Export bank records as a print-ready report.
  </Card>

  <Card title="CSV" icon="file-csv">
    Export bank records for data tools or integrations.
  </Card>
</CardGroup>

<Info>
  Use **Full Export** for a complete unfiltered download. Use **Current View Export** when you want the export to match active filters.
</Info>

## Understand bank balances

Bank balances in Kuvera Arc represent manually entered or imported values. They are not pulled from real bank accounts.

<AccordionGroup>
  <Accordion title="Why balances do not update automatically">
    Kuvera Arc does not connect to real banking APIs. Balance updates must be maintained manually.
  </Accordion>

  <Accordion title="How to keep balances accurate">
    Reconcile Kuvera Arc bank records against actual bank statements on a regular schedule, such as weekly or monthly.
  </Accordion>

  <Accordion title="Using multiple bank accounts">
    You can create or import multiple internal bank account records. Each account has its own Bank ID, balance, account type, and description.
  </Accordion>
</AccordionGroup>

<Note>
  Use the Bank module to centralize internal bank records, maintain payment references, and support accounting and reconciliation workflows.
</Note>