How can I change an account that is set up as an asset to an investment account?
ChantalH
Quicken Mac Subscription Member
Answers
-
Unfortunately, you have no choice but to create an investment account et rewrite your transactions correctly.0
-
ChantalH: Did you try going to the "Account Details" screen of the asset account, clicking on the "Display Options" tab and selecting "Investment" from the drop-down menu under "Account Intent"?
Quicken Classic Premier (US) Subscription: R59.10 on Windows 11
0 -
This is one account type change that should be allowed in Quicken.
Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)0
This discussion has been closed.