ACCOUNTS
Update an account when its name, type, currency or balance needs to reflect new information.
3 min readBEFORE YOU START
Review the account before editing so you can change only the information that needs attention.
The account you want to update
The new account name or type, if applicable
The correct current balance
Any currency information that needs reviewing
STEP BY STEP
Go to Accounts and select the account you want to update. Review its current information before making any changes.
Open the account controls and choose Edit account to make changes to the information stored in your workspace.
Change the account information that no longer reflects the account correctly. Leave the other details unchanged.
Changing a balance changes the amount represented by that account in your MoniTrak financial picture.
Check the updated information before saving. Once saved, MoniTrak can use the revised account details throughout your workspace.
WHAT HAPPENS NEXT?
Changes to account information can appear wherever that account contributes to your MoniTrak workspace.
The AED 3,500 increase reflects the updated balance of the account in this example.
NEED MORE HELP?
Visit the Help Center or get in touch if you can't find what you need.