skarbfolio
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Getting Started
  • What is Skarbfolio?
  • Signing in
  • Adding your first account
Accounts
  • How to add an account
  • How to edit or rename an account
  • How to archive an account
  • Zero-balance vs. archived accounts
Holdings & Transactions
  • How to add a holding
  • How to add a transaction
  • How to edit or delete a transaction
  • How to archive a holding
  • Editing a custom asset
  • Setting up a dividend schedule
  • Interest on a cash balance
Importing Data
  • Importing from Interactive Brokers
  • Importing from an XLSX spreadsheet
Asset Types
  • Tracking stocks
  • Tracking government bonds
  • A bond that isn't in the catalog
  • Polish savings bonds
  • Tracking crypto addresses
  • Custom assets
Activity & Income
  • Understanding the Activity feed
  • How income is calculated
Analytics
  • Reading Analytics
  • How net worth and charts are calculated
Settings
  • Connecting Interactive Brokers for one-click sync
  • Using the MCP connector
  • Billing & subscription
  • Changing language and currency
  • Debt payment reminders
  • Changing the theme
  • Deleting your account
Help & FAQ

How to edit or rename an account

  1. Go to Holdings.
  2. Find the account and open its menu (⋯).
  3. Choose Edit.
  4. Update any field — it's the same set as Add account:
    • Name and Currency up front.
    • Site URL (drives the account's icon), Color, Tags and Note under More options — while it's closed, it lists which of them are set.
  5. Save.

Changing an account's name or currency doesn't touch its transaction history or existing holdings — everything stays linked to the same account, and past transactions keep the currency they were recorded in.