How do I manage my accounts? (New UI)

 

Edit Account

From the Accounts tab:

1. Click on the account you would like to edit to bring up its “Account Details” window.
2. Click the “•••” button on the top right and choose “Edit Details” from the dropdown menu.

You can edit information such as:

• Account Name
• Account Type
• Interest Rate (%)
• Credit Limit and Original Balance (debt accounts only)
• Account Balance (manual accounts only)
• Business account toggle

Hide Account

If you don’t want an account to be used in any of My Money’s features or reports, you can choose to hide the account. This way, no information or transactions from that account will be factored into other tabs. The data related to that account won’t be deleted, however, and you can easily unhide an account.

To hide an account:

1. Click on the account you wish to hide to bring up its “Account Details” window.
2. Click the “•••” button on the top right and choose “Hide Account” from the dropdown menu. A warning message will appear asking if you really want to hide the account.
3. Click “Hide” to confirm, or click “Cancel” if you change your mind.

Your hidden accounts will still be visible on the Accounts tab. They’ll be at the bottom of the list of accounts, in a section labeled "Hidden Accounts" with their icons grayed out.

To unhide an account:

1. Click on the hidden account to bring up its “Account Details” window.
2. Click the “•••” button and select "Unhide Account." Your account data will now be included in other features in My Money.

Merge Duplicate Accounts

Duplicate accounts can appear when existing account connections are altered, such as when a financial institution changes the way they name accounts in their system, or when a lost or stolen credit card is replaced. When the account is relayed to My Money under a different name or identity than in the past, it is created as a new account in My Money. This type of duplication can be fixed by merging the accounts to ensure all data is retained.

To merge duplicate accounts:

1. Determine which account is the original — it should have a longer transaction history than the new account.
2. In the “Account Details” view of the original account, click the “•••” button on the top right and select “Mark as Duplicate” from the dropdown.
3. Select the duplicate account from the list of accounts that appears. A message will appear warning you that merging two accounts into one can’t be undone.
4. To finalize the merge, select "Merge." You will be prompted to type the word "Merge" and then click "Confirm."

ℹ️ — Warning: Merging accounts can't be undone.