All Collections
How to use Moneytree
Can I set a nickname for my account?
Can I set a nickname for my account?

Can I set a nickname for my account?

Akiko avatar
Written by Akiko
Updated over a week ago

You can easily replace the name of an account displayed in Moneytree with a nickname you prefer. Here is how you can do it:

iOS

1.On the Balances Card tap the Vault icon in the top right corner.

2.Tap a financial institution that holds the account with the name you would like to update.

3.Tap on the account.

4.Enter a new nickname, it will be saved automatically.

5.Now you have created a new nickname.

6.You will now see the new name for your account on your Balances view.

Android

1.On the Balances Card tap the contextual menu in the top right corner and select Connection Settings.

2.Tap a financial institution that holds the account with the name you would like to update.

3.Tap on the account.

4.Enter a new nickname, and tap Save.

5.Now you have created a new nickname.

6.You will now see the new name for your account on your Balances card.

                           Back to Top of English FAQ

Did this answer your question?