Change Account Type
Brian175
Member ✭✭✭
I have an account in $US that shows that it is classified as a "Credit Card" account yet I would like it to be "Other Liabilities". The Account Type is "Credit" and this does not seem to be editable. I have altered the account intent as "liability" but in reports it keeps showing up in credit cards. How can I fix without deleting account and starting all over? If I do delete can I transfer the account history?
0
Answers
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Quicken has a very limited ability to change account types, and this one you can't do.
So the way I would handle this is create the new account, and then move the transactions from the old account to the new one and delete the old account.
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken
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Thank you. Created new accounts and transferred all transactions then deleted former transactions. Now properly classified in reports.0
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