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Converting an asset account to a savings account

Janet Berg

I have an asset account that I have been using as a savings account. I would like to convert it to a savings account so it will show up in the reports as such. So far, it won't let me do that. The next best thing is to set up a new savings account, then, transfer all transactions from the asset account into it. How would I do a mass transfer in that case?

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Comments

volvogirl

Could it work by just transferring the balance to the saving account? Especially since it's the new year. You can include the Asset account in the reports.

q_lurker

@Janet Berg. You should be able to highlight several transactions in the asset account using Ctrl-click and Shift-click, then Rt-click to get to a Move Transactions option that should accomplish your goal. I’d select a few transactions to start so you can confirm the desired behavior. Backup first - just in case.