October 19, 2023 Accounts Overview

Edit Accounts in Money Management

You can edit account details such as: 

  • Account Name
  • Account Type
  • Interest (%)
  • Credit Limit and Original Balance (debt accounts only)
  • Account Balance (manual accounts only)

From the Accounts tab in the navigation bar,

  1. From the “All Accounts” window located on the left side of the screen, click on the account you’d like to edit.
  2. Click on the menu icon “···” located on the top right corner of the selected account overview window.
  3. Select “Edit Details”.
  4. Edit or Add any additional details.
  5. Click “Save” to complete the process.