Do you use invoicing for your small business? We want your feedback! Learn More
Converting a Savings Account to 401K Account in QM19
I have a 401K in QM2007 that was modeled as a Bank account (no 401K type in the old days). When I imported into QM19 Deluxe version 5.11.2 (MacOS 10.14.6 Mojave), my 401K Bank account was converted to a Savings account. Since QM19 supports a 401K account type, I wanted to change my QM19 401K Savings account into a QM19 401K account, but I can't find a way to make this happen. I tried a) changing the account type directly, but 401K is not an option I can select; b) creating a new 401K account type, but QM19 would not allow me to move the transactions from the Savings account to the 401K account. Is there a way to do this? Is there any benefit to changing from a Savings account to a 401K account other than having the account grouped under Retirement instead of Savings?
Quicken Mac Subscription
This discussion has been closed.