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Wallet settings and historical data

You can change the wallet name, icon, color, group, and credit or loan terms. Fields that determine the meaning of old transactions may be locked.

DocumentationDocsGuideWallets And ActivityWallet SettingsCredit TermsAccount Groups

Name, icon, and color

The name, icon, and color help identify the wallet in lists and forms. Changing them does not move or delete existing transactions.

Credit and loan terms

The interest rate, payment date, credit limit, and minimum payment affect future obligations and forecasts. Enter the value from the bank and the date when it takes effect.

What changes after saving

Saving can change future payments, the forecast, and the wallet position in the list. Changing a name, icon, or group does not affect old transaction amounts or the current balance.

Wallet group

Changing the group moves the wallet to another section of the list. It does not transfer money, change permissions, or combine transaction histories.