You can now click the pencil icon next to any account on the bank connections page to set a custom nickname (e.g. "Joint Account," "Bills," "Daily Driver"). The nickname shows everywhere, transactions, dashboard, net worth, charts while the bank connections page keeps both the nickname and the original bank name visible so you always know which account you're labeling.
A few things worth knowing:
Persists across reconnects (Plaid + Flinks)
Clear button if you want to revert to the bank's original name
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Comments1
team@waypointbudget
May 1
Hey! Just shipped this :)
You can now click the pencil icon next to any account on the bank connections page to set a custom nickname (e.g. "Joint Account," "Bills," "Daily Driver"). The nickname shows everywhere, transactions, dashboard, net worth, charts while the bank connections page keeps both the nickname and the original bank name visible so you always know which account you're labeling.
A few things worth knowing:
Persists across reconnects (Plaid + Flinks)
Clear button if you want to revert to the bank's original name
Let me know if you have any questions/comments!