Be able to change or edit an accounts "type"

geistj
geistj Quicken Windows Subscription Member
edited November 2025 in Manage Accounts and Transactions

Be able to change or edit an accounts "type" allowing an account that was set up as a "cash" account could be changed to a savings or checking account type.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Why not simply create the desired account type and move over the transactions, after doing a backup?

    MUCH simpler than what you're requesting … which I'd vote against if such was possible.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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