Introduction
Updates can be made to the following fields of an offline account:
1. Account name
2. Account type
3. Balance
4. Account description
Updating an offline account on Mobile app
Updating an offline account on Web app
Topic Area
Offline account
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Updating an offline account on Mobile app
1. Locate your offline account under 'Accounts' from your bottom navigation bar
2. Tap onto your offline account
3. To update the balance, select 'Update balance' and follow the prompts to input the new balance
4. To update the name or account type, tap on the 'Pen' edit tool located beside the account name
4. Input the new account name/account type followed by 'Save'
Updating an offline account on Web app
1. Navigate to the 'Accounts' tab on the side navigation bar
2. Locate your offline account and click on it
3. Click on the 'Pen' edit tool located beside the account name/type/balance/description to edit accordingly