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Updating Bank Account Details

Learn how to update your bank account details including Account Type, Alias, and Entity/Region/Division groupings

David Taylor avatar
Written by David Taylor
Updated this week
  1. Navigate to the Balances page in the sidebar

  2. Use the dropdown to group by bank

  3. Scroll down to the institution that contains the account(s) that you'd like to update

  4. Click the 3 circles icon on the far right, then select "Quick Edit"

  5. In the "Alias" column, click into the field to begin typing

    1. 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")

  6. In the "Type" column, use the drop-down menu to select the account type (Investment, Operating, Debt, Other)

  7. In the "Entity", "Region", and "Division" columns, use the drop-down menu to select the appropriate group

  8. In the "Bank" line, click into the field to begin typing

  9. To save your changes, click the blue "Done" button in the top right corner

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