Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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?

See a list of all of your accounts

...

  1. Select the account you want to edit in the sidebar.
  2. Click the Settings icon at the bottom of the 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.

...

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.
Info
titleAccount Settings

For more information about account settings see Configure account settings.