Edit account Financial Institution

Member ✭✭
edited April 2022 in Errors and Troubleshooting (Mac)
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!

Best Answer

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    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:


Answers

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    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:


  • Member ✭✭
    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!
This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories