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What Can I Do from the Actions Menu

The ⋮ icon at the end of each account row opens a small actions menu, though what's available depends on the account's status.

Steps

  1. Go to Finances → Chart of Accounts and click the ⋮ icon on any row.
  2. For a "System" account (a default account Sumung created), the menu only shows "System account (read-only)" - there's nothing to click.
  3. For an "Active" account (one you or a connected bank account created), the menu offers "Edit account," which opens the same fields used when adding an account.

Related Articles

  • How Do I Access Account Actions?
  • Why Can't I Edit a System Account?
  • What Does "Active" Status Mean?

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