- Select the Accounts tab.
- Click on any account listed on the right to open its Account Details window.
- Click the menu icon in the top right to see editing options and select Edit Details.
- You can edit the following information:
Note: Some options may or may not appear depending on the type of account you're editing details for.
- Account name
- Account type
- Interest rate (%)
- Credit limit, original balance, and minimum payment (debt accounts only)
- Account balance (manual accounts only)
- Business account toggle
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.