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How to Manage Bank Account Settings in Sumung

Account-level settings - name, bank, account number, type, and currency - are managed from each account's Manage menu rather than a separate settings page.

Steps

  1. Open the account's "Manage" dropdown and click "Edit Account Details."
  2. Update the fields as needed and save.
  3. For workspace-wide settings like user permissions, check Settings in the main sidebar instead.

Related Articles

  • How to Edit a Bank Account in Sumung
  • How Permissions Affect Bank Data in Sumung
  • How to Choose the Right Account Type in Sumung

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