account - wrongly category, how to fix?
JDS122
Quicken Windows Subscription Member
Hello All,
I've just begun using quicken. I have a mortgage loan which is incorrectly being assigned the "Credit Card" account type. This should be classified as a Loan. Obviously the ability to change the account type isn't available after its been added. I don't mind adding it again if need be, however I didn't see an option to select the type when importing. Any recommendations?
I've just begun using quicken. I have a mortgage loan which is incorrectly being assigned the "Credit Card" account type. This should be classified as a Loan. Obviously the ability to change the account type isn't available after its been added. I don't mind adding it again if need be, however I didn't see an option to select the type when importing. Any recommendations?
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Comments
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I suggest you use an offline loan account to track a mortgage loan. If you haven't already, you may want to review: FAQ: How do I convert a loan account that automatically downloads transactions, to a manual entry/sc1
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