Edit the details of your accounts
If you need to change some details about your accounts with PocketSmith, such as its name, account type, currency, or how a bank feed treats deleted transactions, 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.
- Editing import dates for a bank feed - bank feeds will usually pull in any transactions it can find. But if you'd like, you can choose to import transactions from a specific date going forward.
- In summary, you can edit the following from your Account Preferences/Edit account window
Updating account preferences
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Head to the
Account Summary (
Manage >
Account Summary)
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Navigate to bank account that you want to change the preferences for
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Select
MANAGE ACCOUNT
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Click on
Account Preferences
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Adjust your bank account preferences as required
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Click
Save
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