Converting an asset account to a savings account

Janet Berg
Janet Berg Member ✭✭
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?


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    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
    q_lurker SuperUser ✭✭✭✭✭
    @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. 
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