Edit account Financial Institution

blackketter

I have an incorrect Financial Institution listed for an account that I transferred from Quicken 2007. I see it under the title of the account and in the Hide and Show Accounts window, but I can't seem to edit it anywhere.

Anybody know how I can delete or edit this field?

Thanks!

John_in_NC

If the listed account name is wrong, you are free to rename it. While there are multiple ways to do it, the easiest might be to select the account in the sidebar, and click on Settings at the lower right. There, you can change the account name:

John_in_NC

If the listed account name is wrong, you are free to rename it. While there are multiple ways to do it, the easiest might be to select the account in the sidebar, and click on Settings at the lower right. There, you can change the account name:

blackketter

Thanks @RickO and @John_in_NC!

The account isn't downloaded, but if I go to the settings for the account and click on Set Up Transaction Download, I can edit that field without actually setting it up to download.

Done!