Help center · Accounts
How to edit an account
Same form as create, plus a "Mark as closed" toggle.
On this page
To edit an account in Extrack, open the Accounts page, tap the row, tap Edit on the detail view. The form fields are identical to "New account" plus an extra checkbox: "Mark this account as closed (hide from new entries)". Change any field — label, type, opening balance, type-specific fields — and save. Existing transactions stay attached.
Steps
Tap the account row
Detail view opens with current values, recent activity and an Edit action.
Tap Edit
Fields become editable. Modal title reads "Edit account".
Change what you need
Label, type, opening balance, type-specific fields. Toggle "Mark this account as closed (hide from new entries)" to remove from the new-transaction picker.
Save
Changes apply; the Accounts list refreshes. Balances recompute if the opening balance changed.
Frequently asked
Changing the opening balance — does it affect existing transactions?
No. Transactions stay; the current balance shifts by the delta. Use this to fix a setup mistake.
Why can I not toggle "Closed" on a brand-new account?
The "Mark this account as closed" checkbox only appears in Edit mode (not Create) — there is no reason to create a closed account.
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