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How to edit an account?
How to edit an account?

Editing an account allows you to make changes to the account name, opening balance, connect/disconnect it to Online Banking and more!

Iliya Yordanov avatar
Written by Iliya Yordanov
Updated over 4 years ago

Editing an account allows you to make changes to the account name, opening balance, connect the account to Online Banking, disconnect it from Online Banking, change the icon and more. Please note that it is not possible to change the account type (e.g. it is not possible to convert a Savings account to Cash/Wallet account).

There are three ways to edit an account:

  • swipe right on the account in the sidebar and select Edit,

  • enter account edit mode and select the account you wish to edit. To enter account edit mode, click on the edit button visible at the bottom of the accounts list,

  • bring up the contextual menu and select "Edit".

When the account properties window opens, you can modify many of the account original properties.

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