Edit an Account

  • Updated
  1. Select the Accounts tab.
  2. Click on any account listed on the right to open its Account Details window.
    Edit Account Details
  3. Click the menu icon in the top right to see editing options and select Edit Details.
    Edit Account Details

You can edit the following information:

  • Account name
  • Account type
  • Interest rate (%)
  • Credit limit, original balance, and minimum payment (debt accounts only)
  • Account balance (manual accounts only)
  • Business account toggle

Some options may or may not appear depending on the type of account you're editing details for.

Edit Account Details

To learn more about the Accounts tool, watch the quick clip here.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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