Change Account Provider

Change an account’s Bank/Financial Institution to correctly reflect your affairs. Getting the account provider correct is essential if you wish to take advantage of Family Finance Manager’s digital bank connections.

Account List Page

On the Accounts Page, click the account to open the account details page.

Alternatively, use the keyboard to highlight the account and then press Enter.

Also, you can right click the account and select Open details.

Select Account

Account Details Page

On the Accounts Details Page you can either click the Change button next to the provider details.

Or alternatively click the Change Financial Provider option in the menu.

Select Account

Change Account Provider Dialog

Clear the selected provider using the backspace key or the cross button.

Enter the new name

You can then scroll down to select the desired option.

Scroll to select

Or alternatively type to filter the options.

Filter options

Then press Enter to select an option.

And press Enter again to make the change.

Select options

Account Details Page

The changes will be reflected on the Account Details page.

Changed account details
Last modified July 14, 2020