Finance
Set up bank accounts
Create internal bank records one at a time or by bulk import, and understand why these are records you maintain rather than a live bank connection.
Updated 12 September 2026
Bank accounts in Kuver Books are internal records. They let you link payments and transfers to the right account and track balances inside Kuver Books.
Read the notice first
The first time you open the module, Kuver Books shows a notice that you must accept. Read it before you continue. It says:
- Bank accounts are for internal record keeping.
- There is no integration with any bank.
- Nepali banks do not publish public interfaces for this.
- Every entry is added by you or imported by you.
- The accuracy of the records is your responsibility.
Click I Understand to continue.
This means Kuver Books cannot show your real bank balance. It shows what the business recorded. You compare that figure with your bank statement yourself. If the two are different, use a cash adjustment to correct it.
Create a bank account
- Go to Finance.
- Open the Bank module.
- Click Create New Bank.
In the popup:
- Bank Name, required.
- Account Type, required: Saving Account or Current Account.
- Description, optional.
Click Create Bank to save, or Close to cancel. The account appears in the listing straight away and you can use it for financial tracking.
Import bank accounts
Use Import Bank to add several accounts at once. It follows the standard four-step import.
- Upload the file. CSV, XLSX and XLS are accepted. Click Browse Files to select it. You can also download a sample file.
- Match Header. Kuver Books detects the column headers. Check that the mapping is right.
- Match Fields. Fields are matched to what the system needs. Fix anything that is wrong.
- Finalize. The import completes and the accounts appear in the listing.
Kuver Books rejects files in the wrong format. You are responsible for the formatting, so copy the layout of the sample file.
Work with the listing
The bank listing has a search box, filters and Export Data in XLSX, PDF and CSV, with full export and current view options.
Where bank accounts are used
Bank accounts appear when you record payments. They are also the destination when you transfer funds from the system balance. Those transfers show on the cash flow report as bank deposits. See Transfer funds to a bank account.