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, an import date, or how a bank feed treats deleted transactions, have a read of the information below!

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In this user guide

Reasons to change account preferences Updating account preferences

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 your account has been imported into PocketSmith with the wrong account type. For example, you may have a loan type account that is incorrectly being displayed as bank type account.
• 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
  
  • Account name
  • Account type
  • Bank
  • Currency
  • Behavior of transactions deleted from bank feed
  • Import date for bank feed accounts

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Updating account preferences

1

Go to the Account Summary page ( Accounts > 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