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You can choose the columns to display in your non-investment account registers. Each of your registers can be customized independently.

  1. Open the account and go to the non-investment account register you want to change.
  2. At the top of the register scrollbar, click the  icon.
  3. Select the columns you would like to see in your register.
  4. (Optional) Click the gear icon in the lower left corner of the column list. You can either apply your changes to all similar registers, or reset all similar registers to their default column set.
  5. Click Done to save your changes.

Available Register Columns

Here is a list of the columns you can display in your registers. The columns available to choose from in a register change based on account type, and one- or two-line display status. To learn more about a column, click its name below.

  • Amount
  • Attachments
  • Balance
  • Category
  • Check Number, Reference, or Invoice Number
  • Cleared
  • Date
  • Deposit, Payment, Received, Increase, or Paid
  • Expensed
  • Flags
  • Memo
  • Notes
  • Payee, Description, Customer, or Vendor
  • Payment, Withdrawal, Charge, Spent, Decrease, Charged, or Billed
  • Status
  • Tag
  • Tax Line-Item
  • Tax-related
  • Downloaded Amount
  • Downloaded ID
  • Downloaded Memo
  • Downloaded Payee
  • Downloaded Posting Date
  • Downloaded Reference
  • Action Buttons