How to convert an Investing Account to Banking Account

Q automatically classifies an account at Fidelity as an Investing Account. Can I manually adjust it to a Banking Account?

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    You cannot reclassify an investment account as a bank account. But you could create a new bank account and then drag and drop all the payment/deposit transactions from the investment account to the bank account. Other types of transactions cannot be moved.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    You cannot reclassify an investment account as a bank account. But you could create a new bank account and then drag and drop all the payment/deposit transactions from the investment account to the bank account. Other types of transactions cannot be moved.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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