How do I put a nickname on my account or change the account type?

mymoney247 allows you to rename your accounts by providing them with a “nickname”.

You can give your accounts a nickname by accessing the Edit Account option available in Net Worth.

Navigate to your Net Worth breakdown (located in your Overview dashboard) and select the account you wish to edit. This will take you to the Account Details screen.

The Edit Account option is located at the top right of your screen (look for the three dots if you’re on mobile)

Once you select Edit Account, a nickname field will be available to rename your account.