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

# Banking

> Tabbed hub for managing bank accounts, statements, reconciliations, and transactions in one URL-synced view.

Tabbed hub for managing bank accounts, statements, reconciliations, and transactions at the in-app route `/fa/banking`.

<Frame caption="Banking — bank accounts hub with the Connect a bank (Plaid) entry point.">
  <img src="https://mintcdn.com/encoreos/9uGfYOeeHogjmoRk/images/fa/bank-accounts-plaid-connect.png?fit=max&auto=format&n=9uGfYOeeHogjmoRk&q=85&s=72dd96ee57c54af74c01589f97549f34" alt="Banking hub showing bank accounts and the Plaid connect entry point" width="1440" height="1034" data-path="images/fa/bank-accounts-plaid-connect.png" />
</Frame>

## Overview

This screen is the Banking Hub, a tabbed page combining four sections: Accounts, Statements, Reconciliations, and Transactions. The active tab is controlled by the `?tab=` query parameter — valid values are `accounts`, `statements`, `reconciliations`, and `transactions`. The default tab is `accounts`. Each tab lazy-loads its respective page component. Users with `fa.banking.admin` permission see a Plaid API Usage link in the header. The hub title is "Banking" and the description is "Manage bank accounts, statements, reconciliations, and transactions." The legacy routes `/fa/bank-accounts`, `/fa/bank-statements`, and `/fa/reconciliations` all redirect to this hub with the appropriate `?tab=` parameter.

## Who it's for

Access follows your organization's role and module configuration. Individual tabs and child routes may require specific permissions. `fa.banking.admin` users additionally see a Plaid API Usage link.

## Before you start

* At least one bank account should be configured to see data in the Accounts tab.
* An organization must be selected.

## Steps

<Steps>
  <Step title="Navigate to Banking">Go to `/fa/banking` via Finance & Revenue navigation.</Step>
  <Step title="Select a tab">Click Accounts, Statements, Reconciliations, or Transactions. The URL updates to reflect the active tab.</Step>
  <Step title="Manage accounts">The Accounts tab shows all bank accounts for the organization.</Step>
  <Step title="Manage statements">The Statements tab shows uploaded bank statement records.</Step>
  <Step title="Manage reconciliations">The Reconciliations tab lists reconciliation records.</Step>
  <Step title="Review transactions">The Transactions tab shows transaction-level data.</Step>
</Steps>

## Key concepts

* Tab URL state — `?tab=accounts|statements|reconciliations|transactions` persists the active tab
* Legacy redirects: `/fa/bank-accounts` → `?tab=accounts`, `/fa/bank-statements` → `?tab=statements`, `/fa/reconciliations` → `?tab=reconciliations`
* `fa.banking.admin` — permission that unlocks the Plaid API Usage link

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/BankingHubPage.tsx
</Accordion>