Editing Cash Account Details

When first syncing your Cash accounts balances and transactions within your Personal Capital setup, the Account Name and Type is synced as well to identify the specific account. This information can be updated within the web application by selecting pencil icon next to the account name which will open the Edit Account window.

 

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The Account Type can be updated to the following:

  • Bank
  • Certificate of Deposit (CD)
  • Trust
  • Custodial
  • Business/Corporate
  • Health Savings Plan

Depending upon the account type additional information can be specified. (i.e. Ownership, Beneficiaries, etc.)

Additionally, you can exclude specific Cash accounts from our tools or group them with your other Investment accounts if they are used for that purpose.

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