skarbfolioOpen app
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, Currency, Site URL (drives the account's icon), Color, Tags, Note.
  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.