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.
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.
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.
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
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.
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.
Step 7 of 11
You will no longer see your hidden account on your home screen until you choose to show it again.
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.
Step 9 of 11
You can also choose to edit the nickname of your account(s) by tapping on the pencil icon
Step 10 of 11
Now you can Rename your account to a nickname you like and select OK when you are done.
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
