Is there a way to recategorize accounts in the dashboard view?

josepk0814
josepk0814 Member
edited July 2022 in Using the Dashboard
Simplifi categorized a savings account as a checking account. I want to move this account into the "savings" group in the dashboard view. Is this possible?

Edit: I found the answer - under settings | accounts. Good to go! :)

Thanks!

Joe
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  • josepk0814
    josepk0814 Member
    Answer ✓
    I found the solution - under settings - changing the account type. Good to go! :) 

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