Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To rename an account in the sidebar

  1. Control-click or right-click the account you want to rename in the sidebar and choose Rename "Account".
    Image Added
  2. Type a new name for the account.
    Image Added
  3. Press Return.

To rename or change details for an account via Account Settings

  1. Select Control-click or right-click the account you want to edit rename in the sidebar .
  2. Click the Settings icon at the bottom of the register toolbar OR choose Accounts → Settings from the top menu bar.
    Image Removed
  3. Type a new name for the account in the Account Name field. You can also change any other details listedand choose Edit "Account" Settings.
    Image Added
  4. You can update the Account Name, Description, Currency, Type, and other information.
  5. Click Done.

To change account information

  1. Select the account you want to edit in the sidebar.
  2. In Quicken, choose Accounts > Settings.
  3. Make any changes you want to the displayed information.
  4. Click Save to apply and save your changes.
Info
titleAccount Settings

For more information about account settings see Configure account settings.


See a list of all of your accounts

...

  1. Go to the top menu and select Accounts → Hide and Show Accounts.
    Image RemovedImage Added

  2. 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.