Reasons to change settings in your account preferences
Sometimes bank feeds can import an account name as the bank account number. You can change the name of an account to be something more meaningful.
You can edit the following:
- Account name
- Account type
- Bank
- Currency
Updating account preferences
- Head to the Account Summary (Manage > Account Summary)
- Navigate to bank account that you want to change the preferences for
- Select MANAGE ACCOUNT
- Click on Account Preferences
- Adjust your bank account preferences as required
- Click Save
Updating financial institution settings
- Head to the Account Summary (Manage > Account Summary)
- Select the financial institution that you want to change in the sidebar
- Select Manage > Edit in the toolbar
- Adjust the name and/or currency settings as required
- Click SAVE
