How to change account type?

vince6501

I want to change banking account, i.e. savings, to ASSET or LiAB

vince6501

Deluxe but i used the technique reccomended by another user. I created a Liab account and transferred all transactions from the bank account making sure to reverse sign to negative balance. Then i deleted the bank account.

The account is actually my savings account but it is promised to my granddaughter for her college fund and i wanted to keep it separate.

Thanks for looking into it for me.
Vince

vince6501

I want to change banking account, i.e. savings, to ASSET or LiAB

RickO

Select the account in the sidebar. Then click menu Accounts > Settings (in the top menu bar). Next to "Type", use the popup menu to change the account type.

If the account is connected online, you will need to disconnect it first. To do this, click the Troubleshooting tab in the Settings, then Deactivate Downloads. If you change the account to type Asset, you will not be able to connect it again to a financial institution.

vince6501

Rick,
Sorry but I am a windows quicken 2017 user.
Vincent

splasher

vince6501 said:

Rick,
Sorry but I am a windows quicken 2017 user.
Vincent

Which edition? Starter, Deluxe, Premier or H&B

vince6501

Deluxe but i used the technique reccomended by another user. I created a Liab account and transferred all transactions from the bank account making sure to reverse sign to negative balance. Then i deleted the bank account.

The account is actually my savings account but it is promised to my granddaughter for her college fund and i wanted to keep it separate.

Thanks for looking into it for me.
Vince

GeoffG

vince6501 said:

The account is actually my savings account but it is promised to my granddaughter for her college fund and i wanted to keep it separate.

If your intent is to keep this account separate, this can easily be accomplished by editing the account settings. The account will be listed at the bottom of the Accounts bar.

vince6501

Yes, i have done that. Thanks