Changing Main Current account

[Paul]

Hi

How do I change the main current account to a different bank? Obviously I need to keep the transactions from the old main current account in another QF Bank account, but I would like the new account to be set up as the default for the home page and uploads etc.

Thanks!
Paul
(PS Still a fantastic product after 6.5 years!)

[QFMathew]

Hi @Paul

Thank you for the positive feedback

You may indicate this post useful. This will change the default current account for you:

Change default current account

This can be done in Banking >> All bank accounts. Click on the cog wheel for the account you’d like to set as the default, then check the box ‘Set as the default current account’ and save. [image] You can also mark which banks you’d like to appear on the dashboard here.