Convert Single Mutual Fund Account Imported into a Quicken for Mac File

Is it possible to change an account type originally setup in a Quicken for Windows (QW) file as a single mutual fund, then imported into a Quicken for Mac (QM) file?

Apparently, QM does not have an option to setup a single mutual fund account. The imported account from QW retained its single mutual fund attributes and works differently than other mutual fund account I created in QM (i.e., does not track cash holding).

If possible, I would like consistency in how all my mutual funds work in QM.

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Answers

  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @jess8887,

    Thank you for taking the time to visit the Community and share your inquiry, although I apologize that you have not yet received a response.

    If you are still experiencing this issue, I suggest contacting Support directly for more advanced assistance.

    https://www.quicken.com/support#contact-support

    Support has access to tools and information that the Community does not have, and can best work with you on identifying a solution.

    Thank you,

    Quicken Natalie

     
  • jess8887
    jess8887 Member ✭✭
    @jacobs I did get he option to turn off single mutual fund and it changed the account to a regular brokerage account. Thank you
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