Rename your bank account

1. Click on Data in the navigation menu and then on on the ellipses (3 dots) on the right side of connect bank you want to rename, and then on Edit account information.

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2. You can now edit the Account name.

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3. Give your bank account a name with more context e.g. "Salary Account", "Collection Account", "Spanish OpCo Account", etc. Once done, click on Save changes.

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4. The new name is now visible on the Data sources page and on the Bank transaction page.

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