Cash plans - editing | Your Money Digest

The cash plan you need

Intro Adding Cloning Editing Deleting Switching between cash plans Sharing a cash plan Backing up/restoring Deleting old information Auto-fill lists

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The cash plan you need

Editing

To edit an existing cash plan, start by clicking on the Cash Plans button.

If the backup reminder option is turned on, in the Backup Reminder message box, either click on the Yes button to take a backup of the cash plan or click on the No button.

In the Cash Plans window:

Select the plan being edited, and
Click on the edit icon.

In the Edit Cash Plan dialog box:

The Name can be changed
The Checking account can be changed
The Folder cannot be changed
After bills have been paid at least once in a cash plan, the plan cannot be changed to an advance plan
After making changes, click on the OK button

The edited cash plan is still listed in the Cash Plans window. Close the window to return to the edited cash plan.

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