Welcome to our Support Center

< All Topics
Print

How do I Customize the names of my Bank Accounts?

How do I Customize the names of my Bank Accounts?

Go to the ADMINISTRATION screen then Tap on TOOLS & FAVORITES. Then Tap on “Set Banks”. Tap on the desired Bank and select the Pencil Icon to Edit. Note the prefix “B” is for Business Accounts, the prefix “P” is for personal bank accounts.

The three B prefixed bank accounts will appear in the Business Center.

The three P prefixed bank accounts will appear in the Personal Journal. Once a change is made Tap on “Save”.

Previous How do I record my Personal expenses?
Next What is a Financial Year Rollover?
Table of Contents