Accounts

Account names and numbers

As part of entering basic information about accounts, you'll enter an account number and an account name for each of your accounts.

If you find it easier to recognize your accounts by their names rather than by their numbers, you can set up AccountEdge so that you can enter accounts by name and sort them alphabetically by their names instead of by account numbers. To use this option, open the Windows view of the Preferences window and mark Select and Display Account Name, Not Account Number. The next time you open a window to enter an account, accounts will be displayed according to your preference.

If you've marked the preference Use Easy-Fill When Selecting From a List, type the first few characters of the account name and the account will automatically fill in.

If you'd like to know the account name or account number for any of your accounts, you can click the search arrow next to the account field. The Select from List will display your list of accounts.

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