Editing your accounts

Learn how to edit accounts from your chart of accounts in Figured

Alexandra Henley avatar
Written by Alexandra Henley
Updated over a week ago

Once you have set up your chart of accounts and brought them in from your accounting software, there may be instances where you may need to edit the type, contra or bank feed it relates to. 

Accounts edited in Figured won't flow back to your accounting software - it won't change any of your accounting software's account settings.
To edit your accounts, head to your chart of accounts in the Accounting tab.

Then use the search function to search for an account code, name, type, or status (whether it's active / archived). From there, you can edit an account by clicking on the blue account name.

On the screen that follows, you'll be able to change its type, contra, or bank account (where you would like the transactions (in / out) to be sitting against in your forecasts).

To adjust the settings, select the tick box to the left first and make your selection in the drop down. Click on Update settings or Reset settings to restore to default.

Did this answer your question?