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Changing an brokerage account currency

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

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    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 VP
  • Yves Beaupré
    Yves Beaupré Member ✭✭
    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,
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