Your Account Details

Last Article Update 10.03.2025

In the "Account details" George shows you all the details such as the current account balance, the available amount and the IBAN. Here you can make further settings for the display of your account, which will make your daily tasks easier.

 

Your account details Your account details

How to get there

You can access your account details in the following ways: Either click on the three dots (...) on the right-hand side of the desired account in the account section in the overview. Or select "Accounts" in the left-side navigation. For each of your accounts, you will find further information and options relating to the account following the three dots. With "Details" George will take you to the account details. 

If you are already in the account view, you can select the account details in the menu on the left-hand side.

 

The menu with the account details The menu with the account details

Settings for your account details

Action buttons for your account settings Action buttons for your account settings

 

In the top right corner you see three action buttons: a star, a colour palette and a pen.

 

  • With the star you can mark an account as a favourite. If you have activated this function, George will show you this account in all lists marked with a star. This makes it even easier to find your most important accounts in the account lists.
 
  • With the colour palette you can set your personal colour for the account. This makes it even more convenient for you to recognise the accounts you want to keep an eye on in your overview and in the account lists. At the moment you can choose between 12 colours.
 
  • You can set an alias with the pencil symbol. Clicking on the symbol opens a text field in which the current account wording of the account is stored by default. Here you can enter your desired alias instead. Please note a maximum length of 35 characters and do not use any special characters. Then click on "Save" and the assigned alias will be saved and displayed immediately. You can edit the alias at any time. If you delete the alias, the original account wording will be displayed in George Business.

Filter with labels

Labels are another way to filter and categorise your products. With labels you can optimally filter and group your accounts in the account list. Clicking on "Manage Labels" will take you to the overview page.

 

To add a new label, enter the name of the label in the text field (e.g. "Electricity") and then click on "Add". After clicking on "Add", the new label automatically appears in the list of existing labels.

Each of the existing labels can of course also be edited - simply click on the "pencil" and you can make your changes. To delete an existing label, click on "trash can icon". A pop-up appears where you confirm the deletion.

Author: Tamara Berger-Feichter