Right clicking an Account in either the Institutions View or the Accounts View will bring up the Accounts Options. You can also just select the Account menu.

Note that each of the listed menu options may be enabled or disabled depending on the particular account selected.

Selecting New account... steps you through the Account creation process.

Selecting New Category... steps you through the Category creation process.

Selecting Open Ledger brings you directly to the Ledgers View or the Investments View, depending on the account type.

Selecting Edit account... brings up a window allowing you to edit various aspects of the account.

Selecting Deleting account... deletes the selected account, but only if certain criteria are met, as described here. Otherwise, this item is disabled.

Selecting Reconcile... opens up the Reconciliation Wizard. Postpone and Finish are also described in the same section.

Selecting Transaction Report is only enabled for a limited selection of Accounts, in which case it opens a Transaction Report for the selected account, showing transactions YTD.

Selecting Close account closes the selected account, as long as certain criteria are met, as described here. Reopen account is described in the same section.

Selecting Map account... and Unmap account... allows you to associate an account with an online account and to remove the association. Selecting Update account... fetches transaction data from the online source for an account which has already been mapped. In addition, selecting Update all accounts..., which only appears on the main Account menu, updates all mapped accounts. These are all described in the Importing and Exporting Chapter.

Selecting New investment..., which only appears on the context menu when you right-click an account in the Investments View or Accounts View, brings up the New Investment Wizard.