How to change a file from type IRA to type brokerage?
Quicken 2015 win R17.4. I have several years of transactions in an investment account file of type "IRA". Because it would make entering transactions a little easier (specifically, for "Miscellaneous Expense" that's not offered in the Action drop-down (although it is offered in the Edit transaction)), I'd like to change the file type to "Brokerage". It consists of multiple investments, not a single mutual fund. I'm using this just to keep track of the broker's actions, so I don't mind if it's no longer considered tax-deferred. Is there a direct way to convert it? If not, is there a way to select multiple (i.e., all) transactions, and copy/paste or cut/paste them into a new account? Multiple selection doesn't seem to work for investment accounts...
This discussion has been closed.