By default, Airbank will recognize your counterparties and automatically tag your transactions with the appropriate counterparty name (this feature is highly efficient and accurate and operates concurrently with the data transfer from your bank's servers).


However, it is also possible to manually change and assign new counterparties, or to create entirely new counterparties. You can set a master counterparty that Airbank remembers and applies to all past and future transactions with the same original counterparty. Below you will find information on how to update counterparties individually or in bulk.

How to update a transaction's Counterparty

Navigate to your transactions tab. Choose the particular transaction with the counterparty you wish to edit by double-clicking the row or checking the box on its left side or by clicking on the transaction bar itself before clicking on 'View and edit' on the right upper side.
From the right side the transaction detail box will slide on your screen enabling you to edit the counterparty of the given transaction.

Click on the transaction itself and edit the opening "Transaction details"

  • You can assign an entirely new counterparty or choose from the drop-down list of existing counterparties

  • You can also choose to "apply changes to all transactions of the same counterparty" by checking the said box. It will automatically update existing and future transactions to meet your new entry

  • Please confirm your entry by pressing the "enter key" on your keyboard or clicking on "add "..." "

The counterparty has been updated.

How to view and edit your Counterparties

Navigate to your Counterparties tab on the left side menu on your screen by clicking on it. This tab will list the counterparties defined so far through your transactions.

Click on the counterparty you wish to edit, assign a default category to or see statistics about.

As soon as you start manually setting or changing transaction counterparties, the Airbank App starts learning and remembering your choices.

Important: Please do not hesitate to get in touch with Airbank' s support team should you experience any issues or require additional support.

Just use the chat function on the Airbank homepage or in Airbank App (the speech bubble symbol in the lower right-hand corner) or send an email to: help@joinairbank.com.

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