How to Edit Your Bank Account Names and Account Types

Overview

Simplifi strives to keep things as easy and as customizable as possible, and this includes having the ability to edit your Account Display Names, Account Types, as well as your Institution Display Names.

Edit Bank Account Display Name

1. Hover over the panel on the left-hand side and select Settings.

2. Select Accounts.

3. Locate the Account Name that you'd like to change and click the three dots at the end of it.

4. Select Edit account.

5. Enter the desired Account Display Name.

6. Click Update when done.

Edit Bank Account Type

Note: A spending-type account can only be changed to another spending account type, and an investing-type account can only be changed to another investing account type.

1. Hover over the panel on the left-hand side and select Settings.

2. Select Accounts.

3. Locate the Account that you'd like to change and click the three dots at the end of it.

4. Select Edit account.

5. Select the desired Account Type.

6. Click Update when done.

Edit Institution Display Name

1. Hover over the panel on the left-hand side and select Settings.

2. Select Accounts.

3. Locate the Financial Institution that you'd like to change and click the three dots at the end of it.

4. Select Edit institution.

5. Enter the desired Institution Display Name.

6. Click Update when done.