Help Center Connecting Your Finances Renaming your accounts

Renaming your accounts

Learn how to change your account names after you link it with Sheetsync.

Written by Scott
Last edited October 10, 2020

To rename an account connected to Sheetsync:

  1. Open Sheetsync.
  2. Click on “Manage your financial accounts”.
  3. Click on the financial account you wish to rename.
  4. On the account page, click “Rename account”.
  5. Type a new account name, and click “Update account name”.

Note: Renaming an account that is already linked to multiple spreadsheets takes a bit more work. Read more here.