How to rename an account

sca375

I added a new account and Q assigned a name to it without asking me, which was weird, but now I want to give it a name of my choosing. The community advice is "right click on the account name in the sidebar and select edit"…. but right clicking brings up nothing. Please advise. Thanks! Scott

jacobs

@sca375 Right-clicking (a.k.a. Control-clicking on a Mac) is the correct place for renaming an account. Make sure you are clicking on an actual account name, and not an account group (like Banking or Investing) or sub-group (like Cash or Brokerage).

The Keeper

When you right-click you should receive this window shown below. Does it not appear? Does right-clicking work on other locations?

When you click on Edit/Delete account you should then see this window

jacobs

@The Keeper This question was asked in a Quicken Mac category, and the user's profile indicates he is a Quicken Mac user. 😀

sca375

Thanks Jacob and Keeper. That worked. I figured I was mis understanding. That's usually the case for a thing like this. Thx again. Scott