Edit the details of your accounts

If you need to change some details about your accounts with PocketSmith, such as its name, account type, or currency, have a read of the information below!

Reasons to change settings in your account preferences

• Sometimes bank feeds can import an account name as the bank account number. You can change the name of an account to be something more meaningful.
• If the currency for an account is wrong.
• In summary, you can edit the following from your Account Preferences/Edit account window
  • Account name
  • Account type
  • Bank
  • Currency

Updating account preferences

1. Head to the Account Summary ( Manage > Account Summary)
2. Navigate to bank account that you want to change the preferences for
3. Select MANAGE ACCOUNT

4. Click on Account Preferences 

   
   

   

   
   

5. Adjust your bank account preferences as required

   

6. Click Save