Edit an Account

On any account details page, select Settings in the top right and then Edit Account.

You can then edit any available options in the Edit Account pop-up window.

For a connected account, you can customize the display name. This lets you choose an easy-to-recognize name (e.g., “Household Checking”) instead of the one provided by our third-party aggregators (e.g., “Adv Plus Banking”). For a manual account (or asset), you can edit name, balance, category, and type.