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?
Forum Discussion
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.
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.
