
Right-clicking an account name brings up an Account Options sub-menu. Selecting steps you through the new account process. Selecting brings you directly to the Ledgers view or Investments view, depending on the account type. Simply double-clicking an account name also opens the account. Selecting brings up a window allowing you to change an account's name, start date, associated banking institution, and parent account. Deleting an account is only possible if there are no transactions associated with that account, and the account is not referred to in any scheduled transaction. Selecting opens up the Reconcile Wizard, which steps you through the process of comparing your account statement to your electronic entries. More details, as well as information about the other options, are presented in the appropriate sections of this manual.
