Editing accounts

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?

Rename an account

To rename an account in the sidebar

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

To rename an account via Account Settings

1. Select the account you want to edit in the sidebar.
2. Click the Settings icon in the bottom, register toolbar OR choose Accounts > Settings from the Quicken menu.
3. Type a new name for the account in the Account Name field.
4. Press Return.

Change account information

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.

Related topics

• Setting up accounts
• Editing accounts
• Configure account settings
• Downloading transactions
• Deleting an account
• Hide, separate, close or delete accounts
• Hidden accounts after update