> For the complete documentation index, see [llms.txt](https://docs.allocations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allocations.com/why-allocations/banking-in-a-deal.md).

# Banking in a deal

The Banking tab shows the accounts, balances, and transactions for one deal. Open it to confirm what has arrived for that deal.

Banking appears in four places on the platform:

* **Banking Setup in Setup:** Opens an account for the deal.
* **Banking in the Funds sidebar:** Shows every account you manage.
* **This tab:** Shows this deal's accounts.
* **Banking in the Investors tab:** Shows this deal's accounts beside the investor list.

![](https://content.gitbook.com/content/9IirLidzibYpEfSBave3/blobs/B8Hwj5zHhha2YeLrrhQH/Unknown%20image)

1. **Account list** Lists every account belonging to this deal, and selecting one opens its detail on the right.
2. **Hide $0 accounts** Removes unfunded accounts from the list when switched on, and is off by default.
3. **Account card** Shows each account's provider, last four digits, deal, entity, balance, and status.
4. **Deal and Entity** Name the deal the account serves and the entity that legally holds it.
5. **Last synced** Shows when the balance was last fetched from the bank, with Refresh beside it.
6. **Account Balance** Shows the balance as of the last sync, with the available amount below it.
7. **Account Details** Shows the masked account and routing numbers, which you can reveal to share with a payer.
8. **Transactions** Lists every transaction on the selected account, with the investor named on incoming wires.
9. **Download Statement** Produces a downloadable statement for the selected account.

### The same screen with a narrower list

This tab works like the Banking screen, limited to one deal.

> To find an account for another deal, open Banking in the Funds sidebar.

### Deal and entity are both named

> **The entity owns the account.** When a bank, auditor, or investor asks whose account it is, give the entity name. Entities are described in **Entities**.

### Balance, Available, and Last synced

Select **Refresh** before quoting a balance, and give the sync time with it.

### Transactions

The transaction table works the same way as on the Banking screen, described in **Banking**.

> Check the Description column first when you match a wire to an investor on the Investors tab.

### Account details

> Keep account numbers masked while sharing your screen. To pay someone, add them in Wire Recipients on the deal, as described in **Wire Requests**.


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