how do I change my account type from debt (liabilities) to Credit. this is a credit card.

BJK
BJK Member ✭✭
edited August 2022 in Errors and Troubleshooting (Windows)
When I set it up, I labeled it as a credit card, but quicken set it as a debt.

Best Answer

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited May 2021 Answer ✓
    BJK said: It is a regular VISA card
    So, just to clarify - if you right-click - Edit Account - your Visa card doesn't show "Credit" - like this ?
    You would have to re-setup the Quicken account correctly as a Credit Card - and then copy/move all the existing transactions from the bogus acct to the newly created Credit Card account.


    QWin Deluxe Subscription - Win10

Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    When you setup the card in Quicken -
    if it was done with Add Account and pointed to the bank & Credit Card - it would have been setup as Credit.
    Is this an actual MC/Visa/Amx/Discover Credit Card - or a bank Debit Card ?
    QWin Deluxe Subscription - Win10
  • BJK
    BJK Member ✭✭
    It is a regular VISA card
  • BJK
    BJK Member ✭✭
    how do I change it now?
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited May 2021 Answer ✓
    BJK said: It is a regular VISA card
    So, just to clarify - if you right-click - Edit Account - your Visa card doesn't show "Credit" - like this ?
    You would have to re-setup the Quicken account correctly as a Credit Card - and then copy/move all the existing transactions from the bogus acct to the newly created Credit Card account.


    QWin Deluxe Subscription - Win10
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