Accounts › Edit Chase-Checking-8858

Edit Chase-Checking-8858

Bank or checking/savings account.

Identity
Name cannot be changed after creation (used as key in transactions).
Account Details
Institution name. If you have multiple accounts at the same bank, include the last 4 in the account name — e.g. ENT-Checking-4521 vs ENT-Checking-8832.
Account Status
Leave blank to keep the account active. Set a date to mark it closed — on or after that date it will be hidden from all transaction dropdowns but remains visible here for historical reference. Clear the date to reactivate.
Dashboard Visibility

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

Cancel
Account Number (Last 4 Digits)

No account number recorded yet.

Add / Update Account Number
Add a new entry if the account is closed and reopened or a new account number is issued. The most recent entry is shown in the accounts list.
⇄ Reclassify Account Type

Currently: Bank Account. Change the account type without touching any existing transactions — they keep their stored account name unchanged.

⚠ To reclassify as Credit Card the account name must end in -CC. Rename it first if needed, then reclassify.

⚠ Danger Zone

This account is referenced by 23 transactions. Deleting it removes the account record only — existing transactions are not affected.

Deleting this account removes it from the accounts list. Transactions that reference it by name will still exist in the ledger but will no longer have account metadata (limit, APR, etc.).