Nickname funding accounts | Voters

Nickname funding accounts

Mike Taluc

A nice feature to add is the ability for users to nickname funding accounts. I want to add another account with the same financial institution and the last four digits of the 2 accounts are the same. I have no way to differentiate the accounts.

June 15, 2024

Damian

Merged in a post:

Custom Name for Funding sources

Darci McCarthy

Please add an option to custom name your funding sources. A bank and account number sometimes mean nothing until it has a name.

January 14, 2025

Damian

Thank you for sharing this with us, Darci. We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.

Jackie

Merged in a post:

Nickname for funding sources

Karen Hains

I have a few different funding sources from the same bank and would like to be able to give them nicknames “John’s Checking” etc

August 23, 2024

Jackie

Thank you for sharing this with us, Karen! We've received similar requests and will be sure to add your feedback.

Jules Eggers Hurst

EXACTLY! And we have moved money from the “wrong” account many times and it is so frustrating.

Please add this functionality!!

Jackie

Jules Eggers Hurst: Thank you for your feedback, Jules!

Jackie

Merged in a post:

Custom Bank Account Naming

Kendall Roper

My wife and I have separate checking accounts from same institution and it’d be great to name these funding accounts to ensure where transfers are coming from such as “joint”, “mom’s”, and “dad’s”.

June 19, 2024

Jackie

Thank you for taking the time to share this with us, Mike! We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.

Jackie

Merged in a post:

Nickname for funding sources

heather.m.dailey@gmail.com

It would great if there was an option to rename funding sources with a nickname. If you have different bank accounts connected, you can’t tell what account you are funding from, because the app changes the account numbers for privacy.

May 10, 2024

Jackie

Thank you for sharing this with us, Heather! We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.

Jackie

Thank you for taking the time to share this with us, Kendall! We are always working to improve our Greenlight experience and will be sure to pass your feedback along to the team.

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