When you first set up Cloud Sync, you are asked to provide a name for the document. If you later decide this name isn’t quite right, you can change it.

On Mac

Open an existing Banktivity document that uses Cloud Sync and choose File > Subscription > Sync Settings. In the window that appears, click on the words ‘Edit Name’. Then enter a new name for your cloud document and click the Change button.

On iPad or iPhone

Currently it is not possible to change the name of an existing cloud document in iOS.