How to change heading of "undeposited funds" Asset account from Property & Debt to something else?

QuickUserLV
Quicken Windows Subscription Member ✭✭
I have setup an "undeposited funds" account as an Asset account so I can park invoice payments until I deposit them into the bank. I am using the Quicken 2019. The "undeposited funds" account appears under the heading of "Property & Debt". Since it is neither, how do I get it to appear under the same section of the Customer Invoices or Banking Accounts sections or something with a more relevant name?
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Best Answer
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If you do not want an Asset account to appear on the Property & Debt tab's Property view, I suggest you select Custom... from the pull-down menu at the top left of the view.
If you want an Asset account to be treated as a Spending or Savings account, you may select Spending or Savings from the Account Intent pull-down menu on the Display tab of the Account Details window (open the account and press Ctrl + Shift + E).
I prefer using a Cash account for undeposited funds instead of an Asset account.5
Answers
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If you do not want an Asset account to appear on the Property & Debt tab's Property view, I suggest you select Custom... from the pull-down menu at the top left of the view.
If you want an Asset account to be treated as a Spending or Savings account, you may select Spending or Savings from the Account Intent pull-down menu on the Display tab of the Account Details window (open the account and press Ctrl + Shift + E).
I prefer using a Cash account for undeposited funds instead of an Asset account.5 -
Thank you. I thought it had to be an asset account. I setup a cash account and it looks good. Thanks again!0
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