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To rename an account in the sidebar
- Control-click or right-click the account you want to rename in the sidebar and choose Rename "Account".
- Type a new name for the account.
- Press Return.
To rename or change details for an account via Account Settings
- Select Control-click or right-click the account you want to edit rename in the sidebar .
- Click the Settings icon at the bottom of the register toolbar OR choose Accounts → Settings from the top menu bar.
- Type a new name for the account in the Account Name field. You can also change any other details listedand choose Edit "Account" Settings.
- You can update the Account Name, Description, Currency, Type, and other information.
- Click Done.
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.
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For more information about account settings see Configure account settings. |
See a list of all of your accounts
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- 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.