Change Account Type?

LarryinIowa

New user. Still much to learn

I have two pocket money account. One is mine, the other is my wife's. Here's is a Cash type.

That's correct. Mine shows Checking. That's wrong. How do I change it to Cash? Or how do I create a new Cash account and merge them?

Boatnmaniac

Account types cannot be changed. You will need to create a new Cash account.

Then, if you wish, you can move all the transactions from the Checking account into the new Cash account. To do this:

IN THE NEW CASH ACCOUNT: Delete the Opening Balance transaction.

IN THE CHECKING ACCOUNT:

1. Left click on the Opening Balance transaction.
2. Scroll down the register and while holding down the Shift key left click on it. All of the transactions should now be shaded.
3. If the transactions are marked R (for Reconciled): Right click anywhere on the shaded transactions > Reconciled Status > select Uncleard or Cleared.
4. If/when the transactions are not marked R: Repeat steps 1 and 2.
5. Right click anywhere on the shaded transactions > Move Transactions > select the new Cash account from the drop down > OK.
6. Once the transactions have been moved you can change the transactions in the Cash account to R (if you wish) and can delete the Checking account.

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