Editing Account Information

Changing your account type and other account info is easy! By selecting an account and then “Edit Account” on web (or by clicking the three dots in the upper right in mobile, then selecting it), you can change the following account information:

  • Name
  • Type
  • Subtype
  • Include/Exclude in Net Worth calculations

You can edit these areas and save the changes, or delete the account altogether.

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Related:

How do I remove/disconnect/delete a financial account?

Why is my account coming in as the wrong type?

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