An account is displayed under the wrong bank on the Account Summary

You may have added an account to the wrong bank initially, but don't worry as it is easy to change the bank that an account is listed under on the Account Summary.

Steps to change the bank for an account

  1. Head to the Account Summary ( Manage > Account Summary)
  2. Navigate to bank account that you would like to edit
  4. Click on Account preferences 

  5. Select the correct bank from the drop-down under 'Bank/Financial Institution', then click SAVE


    If you haven't yet added the bank you would like the account to be associated with, you'll need to do this first.

    Read on to find out how ⬇️ 

Adding a new bank on the Account Summary (without creating any new accounts)

If you need to add a new bank on the Account Summary, but you don't need to create any accounts along with it, follow the below steps:

  1. Click New bank in the left sidebar

  2. Enter the bank name, and select the appropriate currency for the bank

  3. Click SAVE.

    The modal will close and your Account Summary will reload complete with your new bank added!

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