Accounts › Edit Uber-Bank

Edit Uber-Bank

External payee — store, restaurant, service provider, or any recurring vendor. Used as the payee in expense transactions.

Identity
Name cannot be changed after creation (used as key in transactions).
Merchant Details
Friendly name shown in dropdowns. Defaults to account name if blank.
Default purpose — auto-fills on new transactions.
Recurring subscription billing?
Used by Auto Create Transaction (Phase 7).
Day of month the charge falls on.
“Every Month” for monthly; pick a month for annual charges.
Auto-filled when this merchant is picked in the ledger.
Account Status
Leave blank to keep the account active. Set a date to mark it closed — on or after that date it will be hidden from all transaction dropdowns but remains visible here for historical reference. Clear the date to reactivate.
Dashboard Visibility

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

Cancel
⇄ Reclassify Account Type

Currently: Merchant. Change the account type without touching any existing transactions — they keep their stored account name unchanged.

⚠ To reclassify as Credit Card the account name must end in -CC. Rename it first if needed, then reclassify.

⚠ Danger Zone

This account is referenced by 24 transactions. Deleting it removes the account record only — existing transactions are not affected.

Deleting this account removes it from the accounts list. Transactions that reference it by name will still exist in the ledger but will no longer have account metadata (limit, APR, etc.).