Account management

Manage account names, ownership, balances, and removals.

Keep linked and offline accounts current so the portfolio, reports, and entity rollups stay accurate.

Dashboard Transactions Link account Money reports

Account library

Edit naming, ownership, balances, and cleanup actions in one place.

Use this table to correct account labels, entity ownership, and manual balances.

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Institution	Account Name	Nickname	Type	Mask	Entity	Balance

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