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Account Type field is not able to be updated

Geo HGeo H Member ✭✭
in Bank Accounts, Downloading, and Categorizing (Mac)
I want to change the Account Type from Savings to Checking and vice versa. I go to the Account Settings screen but the field Type is greyed out. I see the value checking but I can't change it.

Answers

  • ValderiValderi Member ✭✭✭✭
    Unfortunately, you have to create a new checking account.
    If you go to your bank, they will do the same...
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    Well, the older version of QM2007 DID have this ability. Just sayin'

    If you find this reply helpful, please be sure to click "Like", so others will know, thanks.

    (Canadian user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:
  • RickORickO SuperUser ✭✭✭✭✭
    @Geo H   If the account is connected for downloads, try disabling downloads (Settings > Troubleshooting). Then see if you can change the type. If successful, set up download again afterward.

    If that doesn't work, create a new Checking account. Then select all the transactions in the Savings account and drag/drop them into the new Checking account. Then delete the Savings account.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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