Nicknames

A nickname is a friendly label for a card — “Travel Amex,” “Wife’s Sapphire,” “Biz card” — that shows up in the sidebar, dashboard, and reports. It’s optional, but it’s the easiest way to tell apart two of the same product or remember which card is used for what.

You can add a nickname while adding the card, or anytime afterward. In Settings, click the pencil icon on the card and fill in Nickname. On the card’s own detail page, click the pencil next to its name at the top to rename it inline. Save and it updates everywhere.