You may encounter an issue that causes bank accounts to be incorrectly categorized. For example, a retirement account may be listed as an investment account, or vice versa.
If this occurs, you can edit the account type to move it to the right section of your Net Worth by following these steps:
- Select the specific account from within the Net Worth section.
- Choose Edit near Account Details.
- Save changes.
You can select both a top-level and secondary category for more precision. You can also change the name if you'd like to give more clarity.