Is there a way to edit the groups an account appears in?

Question

My mortgage is showing up as a credit card and I can't set it as a mortgage.  I've disabled downloads and tried to change the account type but mortgage isn't listed.

Worldspinning · Answer

Thanks Diana,

That's right, the issue I'm having is the way accounts appear in the sidebar in their related groups.  My mortgage is listed alongside actual credit cards and my checking account is listed in the cash group but my savings is correct as It is listed in the savings group.

My bank only allows direct connect at the moment.  When it did allow Quicken Connect, it worked perfectly.  So it is very likely something on their end causing this since they seem to be listing it as a line of credit only.

It'd be nice if Quicken could be a little more customizable or intuitive for issues like this.

Quicken Diana · Answer

Hello@Worldspinning

Thank you for posting in the
Community today though I’m sorry that you are experiencing this issue with the
account groups.

To be sure I am on track, are
you referring to the way that the accounts are grouped under the account bar?
Is the mortgage account set up as a loan account? It is possible that the
information regarding the account was provided incorrectly but any information
about how the account is set up and has been added will be helpful.

Thank you

Quicken Diana