Edit Account
The Edit Account page allows you to update your account information. From this page, you can include/exclude the account data for networth calculations, as well as deactivate and/or delete Account(s).
topHow do I update my account information?
To update your account information:
- Specify a nickname for your account.
- Specify memo information for your account. The memo information is useful in allowing enhanced search results or to record specific information pertinent to your account.
- Select a transaction class that applies to your account.
- Select the transaction category for your account.
- Select the checkbox if you want your account to be included in net worth calculation.
- Click Save Updates for changes to take effect.
