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Changing an brokerage account currency

Yves Beaupré
Member ✭✭
Hi,
Can someone tell me if it is possible to change on the fly a $US brokerage currency to $CDN currency.
I have tried using EDIT account but it does work.
Note I use ver. 22.35
Thanks in advance
Can someone tell me if it is possible to change on the fly a $US brokerage currency to $CDN currency.
I have tried using EDIT account but it does work.
Note I use ver. 22.35
Thanks in advance
0
Answers
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You can't change the currency of an account once it has been established.You need to create a new brokerage account, with the proper currency and move the transactions to that account.Take a backup before you do this ... just in case.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Hi,
Thanks for your reply.
I have tried that:
* I created a new account in $CDN
* I have selected 1 transaction and choose move
* Then a windows opens and prompts me to choose transactions and I choose select all
* Then I select move to $CDN account
* A message appears showing a transfer
* When I select $CDN account, only 2 transactions have been treansfer
* When I select $US account all transaction have been deleted
Is there another way to do this?
Personally I think this last version is bugged.
Thanks,0
This discussion has been closed.