Editing Accounts in Quicken for Mac


You can rename an account, change the account description, change an account's online access, and read or edit any notes you added. You can edit the credit limit for a credit card account or change an investment account's tax status. You can also change the account type in most cases.

Which do you want to do?

Rename an account

Editing Accounts in Quicken for Mac

  1. Control-click the account you want to rename from the Accounts section in the sidebar and choose Rename Account.
  2. Type a new name for the account.
  3. Press Return.

To rename an account using Account Settings

  1. Select the account you want to edit from the Accounts section in the sidebar.
  2. Click the Settings icon in the bottom, register toolbar or chooose Account > Settings from the Menu bar.
  3. Type a new name for the account in the Account Name field.
  4. Press Return.

Change account information

To change the account information

  1. Select the account you want to edit from the Accounts section in the sidebar.
  2. Choose Accounts > Settings.
  3. Make any changes you want to the displayed information.
  4. Click Save to apply and save your changes.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.