How do I add or edit a financial account?

Updated on June 21, 2019

You can add or edit financial accounts from two places:

From the cash flow view, use the Accounts box on to the right of your cash flow view to add or edit accounts.
Go to the Settings page and click Financial Accounts in the right sidebar to see a list of your accounts. You can edit those or add new ones here.

Thank you for leaving a rating!

Did you find this article helpful?

2 out of 3 people found this article helpful so far

Thanks for your message!