Editing an account

To edit an account:

  1. Do one of the following:

    • Open the Accounts List. Move the pointer to the left of the account name in the list and click  Edit.

    • Open the Activity List for the account you want to edit. Click the  Edit link next to the account name.

  2. Make your desired changes.

  3. Click  Save Changes.

Note: If you change any information about the opening balance (the amount, date, or source of the funds), the original opening balance transaction will be modified.

*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.