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Set account names and import cutover dates

3 min readAdministrators

Manage bank account display names and cutover settings in Settings > Account > Bank accounts. Use nicknames and visibility to control how accounts appear in the UI, and use the suggested cutover anchors to mark where seeded history ends and live activity begins without changing the account’s underlying identity, balances, or transaction history.

Before you start

  • You must be signed in to the workspace that owns the bank account.
  • You need a business workspace to use the account cutover controls.
  • You must be an owner or admin to save a nickname, change visibility, or apply a cutover watermark.
  • The account nickname and cutover controls must be enabled for your workspace. Cutover applies to business workspaces.
  • The account must already appear in the Bank accounts list.

What these settings do

A nickname is a display label for the bank account. It changes how the account appears in Finanly, but it does not change the account’s underlying identity, move money, or rewrite any linked transaction history.

Hide from UI tiles removes the account from the bank account tiles in the interface. It does not disconnect the account or delete its records.

A cutover watermark marks the handoff between seeded history and live activity for that specific account. It records anchor transactions for the boundary; it is not a balance adjustment, a deletion of history, or a forced reset to zero.

Open the bank account settings

  1. Open Settings.
  2. Select Account.Account
  3. Open Bank accounts.

Set or remove a nickname

  1. Find the bank account you want to rename.
  2. In the account row, enter a name in the nickname field.
  3. Select Save Nickname.Save Nickname
  4. To remove the nickname, clear the field and save again.

Hide or show an account in the UI

  1. Find the bank account you want to hide or show.
  2. Use the Hide from UI tiles checkbox for that account.HideHide from UI tiles
  3. Select Save Visibility.Save Visibility

Review or apply the suggested cutover

  1. Find the bank account you want to review.
  2. Read the cutover status, Seed last, and Live first values shown for that account.
  3. If a suggested seed-last anchor is present, select Apply Suggested Cutover.Apply Suggested Cutover
  4. Wait for the page to refresh and confirm the updated cutover status.

How to read the cutover values

Cutover watermark fields and what they mean
FieldMeaning
Cutover statusThe saved state for that account, such as pending or configured.
Seed lastThe last seeded transaction used as the historical side of the cutover.
Live firstThe first live transaction used as the live side of the cutover.
NoteA free-text note saved with the cutover settings.

Expected result

  • The account shows the nickname you saved, if you entered one.
  • The account may be hidden from the UI tiles if you saved that setting.
  • The cutover watermark is stored for that account in the current business workspace when the suggested anchor is available and you save it.
  • The account’s underlying identity, balances, and existing transaction history stay intact.

If something goes wrong

  • If the page shows that account settings are not available on your current plan, the feature is not turned on for your workspace.
  • If the nickname or visibility buttons are disabled, you may not have owner or admin access.
  • If the cutover section shows no seed-last anchor, you cannot apply the suggested cutover yet.
  • If the account is missing from the list, confirm you are in the correct workspace and that the account exists there.
  • If the page does not update after saving, refresh the bank accounts page and check the saved nickname, visibility, or cutover status again.

Updated

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