[$250] Update option missing for Personal Bank Accounts in ND compared to Classic

[m-natarajan]

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Version Number: 9.2.63-5
Reproducible in staging?: Y
Reproducible in production?: Y
If this was caught during regression testing, add the test name, ID and link from TestRail:
Email or phone of affected tester (no customers):
Logs: https://stackoverflow.com/c/expensify/questions/4856
Expensify/Expensify Issue URL:
Issue reported by: @ade-constantiniu
Slack conversation (hyperlinked to channel name): #Expensify Bugs

Action Performed:

Precondition : User connected a personal bank account to the wallet

1. Navigate to Account > Wallet in ND
2. Switch to OD and Navigate to Wallet in Account
3. Observe the added personal bank account

Expected Result:

Update option displayed in both ND and Classic

Actual Result:

Update option only displayed in Classic and not in ND

Workaround:

Unknown

Platforms:

Select the officially supported platforms where the issue was reproduced:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Platforms Tested:

On which of our officially supported platforms was this issue tested:

• Android: App
• Android: mWeb Chrome
• iOS: App
• iOS: mWeb Safari
• iOS: mWeb Chrome
• Windows: Chrome
• MacOS: Chrome / Safari
• MacOS: Desktop

Screenshots/Videos

Add any screenshot/video evidence

Recording.1962.mp4

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• Upwork Job URL: https://www.upwork.com/jobs/~021993853402714004839
• Upwork Job ID: 1993853402714004839
• Last Price Increase: 2025-11-27

Issue Owner

Current Issue Owner: @dukenv0307

[melvin-bot]

Triggered auto assignment to @sakluger (Bug), see https://stackoverflow.com/c/expensify/questions/14418 for more details. Please add this bug to a GH project, as outlined in the SO.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021993853402714004839

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @dukenv0307 (External)

[paulnjs]

Proposal

Please re-state the problem that we are trying to solve in this issue.

Update option only displayed in Classic and not in ND

What is the root cause of that problem?

We do not have the logic to display the update option for personal bank account like OD

What changes do you think we should make in order to solve the problem?

Show the update option

Add update option in

App/src/pages/settings/Wallet/WalletPage/WalletPage.tsx

Line 626 in 8f6de1c

)}

{paymentMethod.selectedPaymentMethodType === CONST.PAYMENT_METHODS.PERSONAL_BANK_ACCOUNT &&
                            paymentMethod.selectedPaymentMethod?.type === CONST.BANK_ACCOUNT.TYPE.PERSONAL && (
                                <MenuItem
                                    title={translate('bankAccount.updateDetails')}
                                    icon={Expensicons.Pencil}
                                    onPress={() => {
                                        // Navigate to update bank account page
                                    }}
                                    wrapperStyle={[styles.pv3, styles.ph5, !shouldUseNarrowLayout ? styles.sidebarPopover : {}]}
                                />
                            )}

Create the page for updating bank account. In this page we can update

Name on Bank Account
Address on Bank Account (PO Boxes not allowed)
Phone Number

Same as OD

We also need BE API to do that

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[dukenv0307]

@Expensify/design Here's the UI in OD when updating the personal bank account

Do we have the design for this page in ND?

[dubielzyk-expensify]

cc @joekaufmanexpensify on this one to let me know what the right move is