You can rename an account, change the account description, change an account's online access, and read or edit any notes you added. You can edit the credit limit for a credit card account, or change an investment account's tax status. You can also change the account type in most cases.
Which do you want to do?
See a list of all of your accounts
...
- Select the account you want to edit in the sidebar.
- Click the Settings icon at the bottom of the register toolbar OR choose Accounts > Settings from the Quicken menu.
- Type a new name for the account in the Account Name field.
- Press Return.
...
To change account information
- Select the account you want to edit in the sidebar.
- In Quicken, choose Accounts > Settings.
- Make any changes you want to the displayed information.
- Click Save to apply and save your changes.
Info | ||
---|---|---|
| ||
For more information about account settings seeĀ Configure account settings. |