Change account information

You can change settings that apply to an individual account. For example, you can set the account as a favorite, close or open the account, or determine whether the account is included in your budget.

Click Banking, and then click Account List.
Click the name of an account.
In the left pane under Other tasks, click Change account settings.
Make your changes, scroll to the bottom of the page, and then click Done.

You can change settings that apply to all of your accounts, such as how information appears in your account register, what confirmation options to use, and whether to have Money check your transactions for recurring payments.

On the Tools menu, click Settings.
Click Account settings (global).
Make your changes, scroll to the bottom of the page, and then click Save.

You can change the settings for each of your credit card accounts. For example, you set the account as a favorite, close or open your account, and indicate whether the account is included in your budget.

Click Banking, and then click Account List.
Click a credit account.
In the left pane under Other tasks, click Change account settings.
Enter any changes to the account settings.
Under Credit Information, click Change Credit Details.
Enter your changes, and then click OK.
At the bottom of the page, click Done.

You can change the settings for a loan account. For example, you can close the account, change the loan terms, or update the interest rate.

Click Banking, and then click Account List.
Click the name of an account.
In the left pane under Other tasks, click Change account settings.
Under Loan Terms, click Change Loan Terms or Update Interest Rate.
Follow the instructions on the screen.
Make any additional changes on the Change account settings page, scroll down, and then click Done.