Page tree

Moving an account within a group

  1. Choose Tools menu > Account List.
  2. On the left side of the list, find the Order icon.
  3. To move an account up within a group, click the up arrow. To move an account down within the group, click the down arrow.
  4. Click Done when the accounts are in your preferred order.

Moving an account to a different group

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the account you want to move.
  3. Click the Display Options tab.
  4. Change the Account Intent options, as necessary, to move the account from one group to another (for example, from Spending to Savings).
  5. Click OK in the Account Details screen.
  6. Click Done in the Account List screen.


You can't move a linked checking account into the Investing tab. Although a linked checking account visually appears in the Banking area, its cash balance is automatically included in the associated investment account total.