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
- Hover over the panel on the left-hand side and select Settings.
- Select Accounts.
- Locate the Account Name that you'd like to change and click the three dots at the end of it.
- Select Edit account.
- Enter the desired Account Display Name.
- 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.
- Hover over the panel on the left-hand side and select Settings.
- Select Accounts.
- Locate the Account that you'd like to change and click the three dots at the end of it.
- Select Edit account.
- Select the desired Account-Type.
- Click Update when done.
Edit Institution Display Name
- Hover over the panel on the left-hand side and select Settings.
- Select Accounts.
- Locate the Financial Institution that you'd like to change and click the three dots at the end of it.
- Select Edit institution.
- Enter the desired Institution Display Name.
- Click Update when done.