How to rename a currency account?
You can rename your currency accounts as you wish.
- Go to the Homepage and open the Accounts tab
- Click on your total balance to open a list of your currency pockets
- Select the currency account you want to rename
- Click the three dots ‘...’ button to open the overflow menu
- Select “Details”
- Open the overflow window by clicking three dots button
- Select “Rename”
- Input desired currency account name and hit “Save”
Custom currency account names are not visible on statements or to your clients - it is for your own convenience.