How can I change account info... especially if the information comes in wrong?

You can change information like account name, subtype, hide the balance from Net Worth calculations, or delete the account altogether in the "Edit Account" screen!

Find this screen by selecting an account and then “Edit Account” on web. On mobile, select an account and then tap the three dots in the upper right.


Learn how to remove/disconnect/delete financial accounts, and what to do when an account comes in as the wrong type.

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