Account Detail, Update & Deactivate

An account's balance and history, and how to edit or retire it.

Shows an account's current balance and details. Most fields from Create Account can be edited afterward.

Deactivating an account removes it from selection in new journal entries without deleting its history — its past transactions remain intact.

For its transaction-by-transaction history, see Account Ledger Drill-Down.

Bulk-Importing Accounts

Import many accounts at once from a file.

Account Ledger Drill-Down

Every journal line ever posted to one account.