How to update an offline account – Money Dashboard Neon

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

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'

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