Summ

Learn to track and understand balances in-app for accurate reports using the Transactions page Balance view or the Ledger view.

Tracking Balances on the Ledger and Transactions Pages

Create a backup of your account on the History page and restore it later if anything goes wrong.

How to back up and restore your account data

How to back up your data on Summ

How to manage sync history and delete transactions of a specific sync.

Sync History Feature

Learn how to control when your calculations refresh and manage auto refresh for a smoother workflow

Refresh Calculations & Auto Refresh

Early Access Features

Transactions Table (New UI)

How Summ's stocks support works: supported markets and brokers, importing your trades, dividends and franking, and how stock tax is calculated.

Summ Stocks: Frequently Asked Questions

How to Archive (and Unarchive) an Account

Archiving an Account: What It Does and How to Do It

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Platform Guides & Features

Find any transaction fast with the quick filter chips, the All Filters menu, Match All or Any, saved views, and filter-scoped bulk edits.

Using Filters on the Transactions Page

View Toggle - Hide ignored/spam transactions

Filter & View

Explain the difference between Universal and By wallet and exchange cost basis tracking

Cost Basis Tracking: Universal vs By Wallet and Exchange

How does cost base work in Summ and how to adjust or add a cost basis

How to adjust or add a cost basis?

Cost Basis

How to Bulk Edit Transactions

Create rules that categorize matching transactions for you — including transactions from future imports — and understand how rules take priority over each other.

How to use Rules to categorize transactions automatically

Find transactions from a specific exchange, wallet, or CSV import.

Filter transactions by sync

Handling Duplicate Transactions

Download or export transaction from the Transactions page

Export Transactions on the Transactions page

How to Edit Transactions

Transaction Features

Why do the in-app transactions look different from the transactions on the CSV?

Why are the transactions not auto-categorized?

Integrations

Privacy Policy

Tax Guides

Pricing

Terms of Service

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

Platform Guides & Features

Filter & View

Cost Basis

Transaction Features

FAQ