Chart of Accounts Search

libox51

I am new to Quicken. I want to know: 1) Where is the Chart of Accounts located, I needed to edit some categories and sub-categories; and
2) After I find and edit some of the categories, when I then go back to uncategorized entries and click on them, will the revised categorizes show somewhere in the screen. Thank you.
Dr. Brady

bmciance

You won't find a "chart of accounts" in Quicken.  What you need to do is go to Tools on the menu and then either "Account List" for accounts like assets, bank accounts, credit cards etc. or Category List for categories (i.e., income and expenses).  Note that your Account List also can show up on the left hand panel unless you have it minimized.  If so, you would see ">Accounts".  Clicking on the arrow will expend it.

libox51

Thank you for your quick response.