Basiq Connection - Have the ability to rename accounts
already done
B
Benjamin Fox
Hi Team,
The basiq connections work a treat. Thanks for that. However, I'd like the ability to rename the returned account name.
Example 1: Rest Super - I've connected both my wife and I super's account into pearler - On the dashboard I simply see, 'Rest Super Fund'.
In attempting to rename, i head to the line item, then the customise menu item and a dialog appears. The tagging and colour facilities are great.
Alas, you don't offer the ability to change the account name. It's read-only.
This would be a great feature to have! :-)
I also connect to my uBank accounts and get to see great descriptive names such as 'Save account - shared' - instead of (for example) - 'Emergency Fund' or 'Living Expenses' etc.
I hope you can act on this request. Not a super priority - but definitely a nice to have!
Take care.
Benjamin
Claude Sortwell
already done
Claude Sortwell
Hi Ben,
Renaming all assets are possible in the app. If you have troubles re naming assets could you reach out to support in the app!
To contact support if your in the app, click your profile icon in the top right and then Chat to support.
To contact support if your on the web, click the purple chat button in the bottom right of the screen.
Thanks Claude
James M
Claude Sortwell: it appears you can only change assets that are manually added, not assets linked through basiq. Also, you cannot change the name of asset groups i.e., I want to change my eft category to ‘brokerage’ or similar, but it’s locked to ‘AU’.
Claude Sortwell
James M: Ah yes, on the old dashboard you can only rename manual assets, the new dashboard has this feature for Basiq connected assets. In regards to changing the whole name of an asset category IE "Cash", currently there are no plans for this, but will consider this internally.