Recategorise account

Robin Schokman
Robin Schokman Member ✭✭✭
edited September 2025 in Errors and Troubleshooting (Windows)

I recently added a bank savings account but in reports the accounts shows under the Asset Account heading. How do I change it to the Bank Accounts heading?

Answers

  • nmestanas
    nmestanas Member ✭✭✭✭

    You can go to "Edit Account" then select the "Display Options" Tab, drop down the "Account Intent" list and select Savings.

    asset.jpg
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