Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Registers & Transactions (Windows)
change investment account to debit cash account?
sleon
When I use direct connect to create or download transactions from Fidelity, Quicken sets up and classifies a debit account at Fidelity as an investment account. How do I reclassify the investment account as, instead, a debit card bank account? Quicken seems to prohibit this.
Alternately, I have several months of transactions entered into the debit bank account in Quicken. Is there a way to move/migrate/transfer/copy those transactions over to the investment account? Quicken seems to prohibit this.
Alternately, I have several months of transactions that Quicken downloads into the investment account because that's the default. Is there a way to move/migrate/transfer/copy those transactions over to the debit account?
Background -- I am rebuilding years of Quicken data in a new data file because Quicken stopped working with my master account. So I created a new data file, tested it, and this new file succeeds at downloading Fidelity data. This means I have spent three days migrating QIF files between the original data file and the new data file. [Removed - Language] And I give credit to Quicken support for the two-hour call that gave me this route to rebuild years of financial data. We could not find the corruption in the original file, that corruption copied over with a backup file and with a copied file, so I had to start from a blank slate. Wish there is an easier way ...
Thanks for the help.
Find more posts tagged with
Accepted answers
All comments
NotACPA
Fidelity is a brokerage firm. Any/All accounts that they offer are, by law, investment accounts.
And, it appears that you have "Show cash in a checking account" turned on for this brokerage account?. This checking account doesn't really exist. It's a Q convenience (and my primary checking account) to make managing your cash in the account simpler.
sleon
I did not know about the "show cash cash in a checking account option." THANK YOU.
sleon
And it WORKS!!!!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Help
Best Of