How to move an account to a different Catagory

SitkaRick
SitkaRick Quicken Windows Subscription Member
edited July 2025 in Download, Add/Update Accounts (Windows)

I have a property asset account that somehow ended up in my Banking catagory. How to I move it back to the Property catagory?

Thanks!

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you looked in Edit Account Details for this account?

    The Display Options tab has a couple of selectable fields under "Account Intent" that you may be able to use to move the account to the desired position

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭

    It sounds like you created the property asset account under Connected Accounts instead of Other Assets & Liabilities and I don't think you can simply move it. I would recreate the property asset account under Other Assets & Liabilities and re-enter any transactions. Then, as much as I recommend not deleting accounts, delete the erroneous account under Banking. It probably doesn't have many, if any, transactions anyway.

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