How do I change thename of an account?

Jim Clayton
Jim Clayton Quicken Windows Other Member
in Download, Add/Update Accounts (Windows)
My better half used to do this, now it is my turn and I'm kinda lost. I have changed banks and on the page where my checking accounts (several) I want to change the name of the account. ie. WF taxes brown to Legacy 2
I thought I should be able to highlight WF taxes brown then backspace and type in the new mane, I soon found out that, that doesn't work that way.
Is there an easy way to rename an account ?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Right click on the account name in the Account bar and select Edit/Delete account.
    Change the name in the Account name text box, and select OK.

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  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    If you changed banks then you should probably Add a new account?  Don't continue in the old account & Bank.

    I'm staying on Quicken 2013 Premier for Windows.

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