--- title: How to edit details of an account description: This article outlines how to edit the details of a bank or investment account in Asora, including fields such as name, currency, account type, and more. --- [Skip to content](https://service.asora.com/knowledge-base/how-to-edit-details-of-an-account#main-content) ![](https://service.asora.com/hs-fs/hubfs/Favicon-2.png?width=100&height=75&name=Favicon-2.png) - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Open main navigation Close main navigation - [Knowledge base](https://service.asora.com/knowledge-base) - [Releases & Updates](https://service.asora.com/release-notes) - [Blog](https://asora.com/blog/) - [Newsletter](https://asora.com/sign-up-newsletter/) - [Customer Portal](https://service.asora.com/tickets-view) - [File a Support Ticket](https://service.asora.com/tickets-view/new) Search the Asora Knowledge Base - There are no suggestions because the search field is empty. 1. [Asora Knowledge Base](https://service.asora.com/knowledge-base?hsLang=en) 2. [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en) 3. [Accounts](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#accounts) July 31, 2025 # How to edit details of an account ## This article outlines how to edit the details of a bank or investment account in Asora, including fields such as name, currency, account type, and more. ### Editing via the Account Card Follow these steps to edit account details: 1. Open the Account Card: 1. Click on the Universal Search button (🔍). 2. Filter the results by selecting Accounts. 3. Select the specific account you wish to update. 2. Enter Edit Mode: 1. On the top-right corner of the account card, click the three-dot menu. 2. Select Edit from the dropdown. 3. Make Your Changes: 1. Update any editable fields such as Name, Currency, Type/Subtype, and more. 4. Save Your Changes: 1. Click Save to apply and store the updates. *Watch the video below for a step-by-step walkthrough of this process:*   ### Alternative: Editing via Datahub Tables You can also update account details on **Datahub \> Financial \> Accounts** with the following options: - [**Inline Edit**](https://service.asora.com/knowledge-base/how-to-edit-accounts-and-assets-in-bulk?hsLang=en#:~:text=sections%20in%20Datahub.-,In%2Dline%20editing,-The%20in%2Dline): Make quick, single-field changes directly in the table view. - [**Bulk Edit**](https://service.asora.com/knowledge-base/how-to-edit-accounts-and-assets-in-bulk?hsLang=en#:~:text=on%20the%20table%3A-,Multi%2Dediting,-The%20multi%2Dedit): Modify multiple records at once for efficiency. Both methods provide flexible options for managing account data at scale. - [Onboarding Guide](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#main-content) - [Getting Started](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#getting-started) - [People & Entities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#people-entities) - [Accounts](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#accounts) - [Assets & Liabilities](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#assets-liabilities) - [Transactions](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#transactions) - [Reporting](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#reporting) - [Family Admin, Permissions, and Settings](https://service.asora.com/knowledge-base/onboarding-guide?hsLang=en#family-admin-permissions-and-settings) - [Data Automation](https://service.asora.com/knowledge-base/data-automation?hsLang=en) - [Performance Monitoring](https://service.asora.com/knowledge-base/performance-monitoring?hsLang=en) - [Private Assets](https://service.asora.com/knowledge-base/private-assets?hsLang=en) - [Accounting](https://service.asora.com/knowledge-base/accounting?hsLang=en) - [Document Vault](https://service.asora.com/knowledge-base/document-vault?hsLang=en) - [Workflow & Alerts](https://service.asora.com/knowledge-base/workflow-alerts?hsLang=en) - [Mobile](https://service.asora.com/knowledge-base/mobile?hsLang=en) [![asora\_logo](https://service.asora.com/hs-fs/hubfs/asora_logo_dark.png?width=300&height=65&name=asora_logo_dark.png "asora_logo")](http://www.asora.com) 20 Hatch Street, Dublin 02, Dublin, Ireland [mailto:support@asora.com](mailto:support@asora.com) Copyright © 2025, Asora