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Getting to know the app 27 Sep 2021

Edit your account views

Hide or show your accounts or balances and edit your account nickname
Step 1 of 11

To begin, go to your home screen and select EDIT.

home_edit.png
Step 2 of 11

On the Edit Accounts screen you can change the order in which your accounts are displayed.

Select the gripper icon of the  account you wish to move and drag it into your chosen position and let go. You can do this for all your accounts until they appear in an order that suits you.

editAccounts_sortGripper.png
Step 3 of 11

Now to change:

  • which of your accounts are displayed
  • the account details displayed on the account tile
  • your account nickname

 

select the gear icon next to the account you wish to edit.

 

editAccounts_settings.png
Step 4 of 11

For your selected account you can now choose to:

  • show or hide your account balance
  • show or hide your account
  • edit your Account nickname
accountSettings_default.png
Step 5 of 11

Let's choose to hide this account by selecting the Show account toggle-off option.

You will see a confirmation message that your change has been successfully applied.

Select the back button when you are done.

accountSettings_showAccountToggle.png
Step 6 of 11

The hide icon account will now be displayed for the account that you have chosen to hide .

Select the back button to return to our home screen.

editAccounts_hiddenAccount.png
Step 7 of 11

You will no longer see your hidden account on your home screen until you choose to show it again.

home_edited1.png
Step 8 of 11

Back on the account settings screen, should you choose to hide your account balance, select the Show balance toggle-off option.

You will see a confirmation message that your change has been successfully applied.

accountSettings_showBalanceToggle.png
Step 9 of 11

You can also choose to edit the nickname of your account(s) by tapping on the pencil icon

accountSettings_nickname.png
Step 10 of 11

Now you can Rename your account to a nickname you like and select OK when you are done.

account_rename.png
Step 11 of 11

Finally, when you return to your home screen, you will see that your:

  • account name has been updated, and
  • account balances are hidden
home_edited2.png