Edit contact names and descriptions on bank transactions
Contact Name and Description on bank transactions are click-to-edit: fix messy bank narrations in place.
Bank statements often arrive with cryptic narrations ("TRF/00234/XYZ") and wrong or missing payee names. In the AI Bank Transactions Center you can now fix both in place: in card view and table view.
Editable fields show a dashed underline and a small pencil icon on hover. Click, type, and press Enter (or click away) to save.
When you edit a Description, AkountFly re-reads the new wording and may show an "AI suggests: <account>" pill next to the category. Click Apply to accept the recommended GL account in one tap.
Step-by-step
- 1Spot the editable fields
Hover over the Contact Name or Description on any transaction. A dashed underline and pencil icon mean click-to-edit.
Spot the editable fields - 2Click and type
Click the text, edit it, then press Enter to save or Esc to cancel.
Click and type - 3Accept the AI hint (optional)
If an "AI suggests" pill appears after editing a description, click Apply to switch the category to the suggested account.
Renaming a contact here also makes future matching cleaner: the name is reused on similar transactions.