How to Rename an Activity Account

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In MoneyMinder, Activity Accounts that track contact balances have default names. But you can easily rename them to fit your organization’s specific needs. 

Let’s say you want to change Reimbursement Activity to Teacher Grants. 

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Click Contacts in the sidebar.

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Next, click the three-line menu (hamburger) on the right side of any contact with a Reimbursement Activity Account.

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Select the Activity Account from the dropdown. In this example Reimbursement Activity.

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Click the pencil icon next to Reimbursement Activity.

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Enter the name that you would like to give this Activity Account.

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Click the disk icon to save.

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Click Save.

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And that’s it! Now all Reimbursement Activity Accounts are named Teacher Grant. 

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