Summary
Yes, you can rename a Smart Group in Nance and update its details anytime.
How This Works in Nance
Smart Groups are flexible and can be modified after creation.
How to Rename a Smart Group
- Go to the Groups section
- Select the Smart Group you want to edit
- Open the Group settings/details
- Update the group name
- Save the changes
What You Can Edit
- Group name
- Add or remove transactions within the group
What Stays Unchanged
- Original transaction data
- Categories and subcategories
- Budgets and global insights
Smart Groups only affect how transactions are organized and viewed, not how they are stored.
Important to Know
- Changes apply instantly
- Renaming does not affect any calculations—only the label
- You can reorganize transactions inside the group anytime
Change the name.
The story stays the same.