To provide the most helpful guidance, can you share additional details about the specific types of accounts or investments that you need to review and track?
Specifically, I want to ask:
What type of account are you trying to review? (e.g., brokerage, retirement, savings)
Can you share some details about the assets and investments you're looking to track? (e.g., stocks, bonds, mutual funds)
In the meantime, check out these articles in case you trying to add or manage accounts in your Chart of Accounts: