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Overdraft Account Types

  • Updated

Customize your account type to mirror your real life financial setup. Whether it's an insurance, investment, or loan account, you can categorize it accordingly. Specifically, for accounts with overdraft features, you have the flexibility to set an overdraft limit, and your Wallet will then display your actual balance, providing a tailored and accurate representation of your financial status.

 

How to set the account type

To switch the account type, it's necessary to disable imports.

Android

  1. Select '≡' in the top left
  2. Select 'Settings' on the bottom
  3. Select 'Accounts'
  4. Select your account edit or create a new one
  5. Change the 'Type' of the account account to overdraft
    1. Set your Credit Card/Overdraft limit.
    2. Choose your display balance option, you can show an actual balance on your account without an available overdraft limit or your available balance on your account that includes an overdraft limit
    3. Set your payment due date to receive reminders before the extended overdraft fee occurs, preventing your account from going further into the red.
  6. Save it in the top right.

iOS

  1. Select 'More' in the bottom right
  2. Select 'Settings'
  3. Select 'Accounts'
  4. Select your account to edit or create a new one
  5. Change the 'Type' of the account account to overdraft
    1. Set your Credit Card/Overdraft limit.
    2. Choose your display balance option, you can show an actual balance on your account without an available overdraft limit or your available balance on your account that includes an overdraft limit
    3. Set your payment due date to receive reminders before the extended overdraft fee occurs, preventing your account from going further into the red.
  6. Save it.

Web App

  1. Select 'Accounts' in the top left
  2. Select your account to edit or create a new one
  3. Select 'Edit' in the top right
  4. Change the 'Type' of the account account to overdraft
    1. Set your Credit Card/Overdraft limit.
    2. Choose your display balance option, you can show an actual balance on your account without an available overdraft limit or your available balance on your account that includes an overdraft limit
    3. Set your payment due date to receive reminders before the extended overdraft fee occurs, preventing your account from going further into the red.
  5. Save it.

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