Forum Discussion

Skapadesign's avatar
3 years ago

Editing Bank feed Name

Hello

 

I have a Bank feed linked. It is my savings account but is named Credit Card #1. How do I edit the name of the bank account?

  • Hello Skapadesign 

     

    You can view a list of your bank feeds by going to the Banking menu and choosing Manage bank feeds.

     

    The Account name or card name should be taken from the details of the account held by your bank or financial institution. Is the account name from the bank for the connected bank feed called "Credit Card #1"?  If so you would need to speak to your bank and change the name to update it.

    I have attached a Help Article on managing your bank feeds with some more information on how you can organise your bank feeds.

     

    Please let me know how you go.

    • Hello

      No, the name on the account in the bank is called 'Business Savings' but on MYOB is showing as 'Credit Card #1'. I have deleted the feed and re-applied under 'bank account section' with the bank and just awaiting approval.

      • ChrisMYOB's avatar
        ChrisMYOB
        Former Staff

        Hello Skapadesign 

         

        Sorry for the delay in my response. 

         

        Have you managed to resolve this? 

         

        Did reapplying correct the name displayed?

         

        Please let me know if you need further assistance on this matter.

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