Edit Account Name & Notes

When you hover over the name of one of your accounts, you'll see an edit icon. That's the key to updating the name—and a few other things.

In the first field, you can change the Account Nickname. If it's a credit card account, this will also change the name of the corresponding Credit Card Payment category in your Budget.

As you can see, there is an option to add Account Notes. You might jot down the interest rate or the annual renewal date. Don't use it for account numbers or login information, though.

You'll see a button to Link or Unlink the account—except for cash accounts. And to make a balance adjustment, you can update Today's Balance.

Finally, you'll see the option to either Close or Delete Account.

You can also rearrange accounts:

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