How do I edit or change the names of accounts in reports and planning?

Your planning grid will list all the codes in your chart of accounts as they appear in your accounting software. For example, the code below is called Pasture renewal.

If you want to change the display name from Pasture renewal to something else, you must go to the chart of accounts in your accounting software and edit the name using the following help resources.

Once you've made those changes in your accounting software, you must head back to Figured and run a manual sync to pull those updates through. If unsure how to do that, head to this help article.