Learn about Accounts

Tip: For easier reading, click    (above).

In the Accounts place, youÆll manage the details of all your accounts using these places:

• Account Manager In this place, you can view a summary of all your accounts, create a new account, and delete or modify an existing account.
• Account Register Enter transactions for your accounts and balance your account in this place.
• Account Details Here's where you'll change information about your accounts and designate accounts as favorite accounts.
• Account History Here's where you can view the running balance of an account over the last three months or for investment accounts, the price history over the past three months.
• Payment Terms For loan accounts, you can view the payment terms of this loan here.

How do I create a new account?

How do I enter a transaction?

How do I delete an account?

How do I change an account's opening balance?