How to rename an account

sca375
sca375 Member ✭✭

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

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta

    @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).

    Quicken Mac Subscription • Quicken user since 1993
  • The Keeper
    The Keeper Member ✭✭✭✭

    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
    jacobs SuperUser, Mac Beta Beta

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

    Quicken Mac Subscription • Quicken user since 1993
  • sca375
    sca375 Member ✭✭

    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

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