Navigate to the Balances page in the sidebar
Use the dropdown to group by bank
Scroll down to the institution that contains the account(s) that you'd like to update
Click the 3 circles icon on the far right, then select "Quick Edit"
In the "Alias" column, click into the field to begin typing
Best Practice: We recommend updating the default values in this field, even if it has been auto-populated by the bank, as a personalized alias/nickname for the account is more valuable than the default value. (I.e. Use "Main Operating - BofA" instead of "Company Name")
In the "Type" column, use the drop-down menu to select the account type (Investment, Operating, Debt, Other)
In the "Entity", "Region", and "Division" columns, use the drop-down menu to select the appropriate group
In the "Bank" line, click into the field to begin typing
To save your changes, click the blue "Done" button in the top right corner