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
See a list of all of your accounts
Sometimes it is diffcult to locate an account if it has been hidden. To see a complete list of your accounts, including any accounts you have hidden:
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Rename an account
To rename an account in the sidebar
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- 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 top menu bar.
- Type a new name for the account in the Account Name field. You can also change any other details listed.
- Press ReturnClick Done.
To change account information
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For more information about account settings see Configure account settings. |
See a list of all of your accounts
Sometimes it is difficult to locate an account if it has been hidden. To see a complete list of your accounts, including any accounts you have hidden:
- Go to the top menu and select Accounts → Hide and Show Accounts.
- You will see a full list of your accounts, even ones that have been hidden or separated. Remove the checkmark from any hidden account to work with that account from the account bar.