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Quicken Classic for Mac
New to Quicken/Getting Started (Mac)
How can I change an account that is set up as an asset to an investment account?
ChantalH
How can I change an account that is set up as an asset to an investment account? In settings it doesn’t offer investment. If the solution is to open a new account how do I transfer all the transactions at once?
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Valderi
Unfortunately, you have no choice but to create an investment account et rewrite your transactions correctly.
Boatnmaniac
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"?
smayer97
This is one account type change that should be allowed in Quicken.
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