Management

This doc will teach you how to manage your Accounts data that is in Cash Compass. This will include:

1. Updating an existing Account
2. Deleting an existing Account
3. Exporting your Accounts data

Updating an existing Account

1. Open the Accounts menu in the top navigation bar and click on the All Accounts link.
2. Click on the Account you want to update.
3. Update the fields you want to change.

Field Name	Usage
Account Type	Groups accounts in the list view.
Label	Helps you identify the account.
Description	Helps you identify the account.
Current Balance	The account's current balance. Estimate or leave as 0 if the balance is unknown.
Closed	If the account is closed with your financial institution, check this box.

4. Click the Update button.

Deleting an existing Account

danger

Deleting an Account is permanent and cannot be undone. If you want to keep the Account data, you should mark the Account as Closed instead.

1. Open the Accounts menu in the top navigation bar and click on the All Accounts link.
2. Click on the Account you want to delete.
3. Click the Delete button. It will ask you to confirm the deletion.

Exporting your Accounts data

1. Open the Profile menu in the top navigation bar and click on the Account link.
2. Scroll down to the Data section and click on the Export link under the Accounts heading.
3. Click on the Export button. This will download a CSV file with your Accounts data.