Edit Bank Account

Update an existing bank account record. All fields are editable.

Accessing the Page

From the Bank Account Detail page, click Edit, or navigate directly to /finance/banking/accounts/:id/edit.

Form Overview

The edit form uses the same fields as Create Bank Account. All fields are editable.

Fields

Same fields as Creating a Bank Account. See Create Bank Account — Fields for the complete field list.

Validation Rules

Rule	Behavior
Account Name required	Cannot submit without an account name

Post-save behavior

After a successful update you are redirected to the Bank Account Detail page.

Common tasks

1. Open the bank account detail page and click Edit.
2. Update the relevant fields.
3. Click Save to apply changes.

Related Pages

• Bank Account Detail — View the bank account
• Bank Accounts — List all bank accounts
• Create Bank Account — Add a new bank account