Editing Accounts
Editing accounts is easy just follow the steps below.
Editing Accounts:
- First open your existing SEE Finance file.
- Select the account you wish to edit from the main Account List on the left.
- From the Menu Bar select "Accounts" then select "Edit Account" OR click the action button under the accounts list and then select "Edit Account".
- The "Edit Account" sheet will then appear attached to the SEE Finance file's window.
- Now you can edit the account's name, it's type and subtype, and you can change the currency the account is in.
- Click the "OK" button and you're done!
Notes:
- You can also edit the file's default currency used in the main balance listing, reports and budgets by selecting any of the "Balances", "Reports" or "Budgets" listings in main Account List on the left and selecting "Edit Account" from the "Accounts" menu OR clicking the action button under the accounts list and then selecting "Edit Account".
- Editing account types will move the account to the new type's listings. You can rearrange the listings of accounts under their account type in the main Account List by using drag and drop. You can also rearrange the account types in the main account list by using drag and drop.