I read the one thread re custom account names but unclear. I have a very small rural bank not capable of auto updates. I have only a handful of manual balance updates. I just want to include the Bank’s name in the Account (right now it says “Health Savings Account xxxx”, want it to say “Acme Bk H…

I have to do this every once in awhile when I change the way I name something or when I add a new manual account and later decide to give it a more friendly name. I’ve found that the best way to do this is to go to the balance history sheet filter by that specific account name that you want to chan…

Change Name on Manual Account

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heather Split this topic April 11, 2023, 8:09pm 5

A post was split to a new topic: Change manual account name in Excel

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Change Name on Manual Account

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