change account type (Q Mac)
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traversom1
Member ✭✭
How can I change account type from "Savings" to "IRA"?
0
Best Answer
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Unfortunately, Quicken doesn't allow you to change a Savings account into an IRA account. However, there is a workaround in this case:
- Create a new IRA account
- Go to the Savings account and select all transactions (menu Edit > Select All)
- Drag and drop the transactions as a group to the new IRA account in the sidebar
- Delete the now-empty Savings account
Quicken Mac Subscription; Quicken Mac user since the early 90s0
Answers
-
Unfortunately, Quicken doesn't allow you to change a Savings account into an IRA account. However, there is a workaround in this case:
- Create a new IRA account
- Go to the Savings account and select all transactions (menu Edit > Select All)
- Drag and drop the transactions as a group to the new IRA account in the sidebar
- Delete the now-empty Savings account
Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Thank you1
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