How do I re-categorize an account type (banking, retirment, brokerage)

loriw1a
loriw1a Member
I recently converted from an older version of Quicken for Mac to the latest version and when my accounts came over, they were in incorrect categories, like a checking account instead of a retirement account. I'd like to re-categorize them but Quicken tech support is telling me that while that's possible in Windows, it is not possible for Mac. Is there no work around other than re-creating all my accounts, which I do not want to do?

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited November 8
    For banking transactions, you could create a new account in the proper category, open the old account, select all the transactions, and drag them to the new account in the left sidebar. The same should be possible for investing transactions, as long as the destination account is an ingesting investing type of account.

    Please make sure to make a backup of your data file before doing such mass transaction moves, just in case something goes wrong!
    Quicken Mac Subscription • Quicken user since 1993
  • loriw1a
    loriw1a Member
    Thanks! And what do you mean by an ingesting type account?
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    loriw1a said:
    Thanks! And what do you mean by an ingesting type account?
    I mean I cannot type! ;) "Investing", not ingesting. Sorry!
    Quicken Mac Subscription • Quicken user since 1993