Change Institution Type

thaJack
thaJack QuickenLife Hub Member ✭✭
edited September 2024 in Ideas for Quicken LifeHub

After an institution has been created, it doesn't appear that there is a way to change the type (e.g., service provider to financial institution).

I understand they have different fields, but you might want to save the relationships with other items, along with any attachments.

Maybe a warning could be shown to let you know that the information you entered for it will be lost, but any items that reference it will be kept along with attachments.

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  • Quicken Kirby
    Quicken Kirby I do not have Quicken yet Member, Moderator ✭✭

    Hi there @thaJack,

    Yes, I agree that this is a great improvement idea. It's on our list and we'll get working on it in this new year. I'll post here when we've made the update.

    Thanks, kirby

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