Navigate to the Balances page in the sidebar

Use the dropdown to group by bank

Scroll down to the institution that contains the account(s) that you'd like to update

Click the 3 circles icon on the far right, then select "Quick Edit"

In the "Alias" column, click into the field to begin typing

In the "Type" column, use the drop-down menu to select the account type (Investment, Operating, Debt, Other)

In the "Entity", "Region", and "Division" columns, use the drop-down menu to select the appropriate group

In the "Bank" line, click into the field to begin typing

To save your changes, click the blue "Done" button in the top right corner