How to Rename an Activity Account
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To rename an Activity Account to better reflect your activity, click Contacts in the sidebar.
Next, click the hamburger to the right of one of your contacts.
Select the Activity Account from the dropdown. In this example Reimbursement Activity is selected.
Click the pencil icon next to Reimbursement Activity.
Type in the name that you would like to give this Activity Account.
Keep in mind that changing the activity account template name will change the name of all activity accounts using this template.
Click the disk icon to Save.
Click Save.
This will return you to the Contact List where you can see your change.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.