Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Why can't account type/intent be changed?
I recently refinanced my mortgage, and for whatever reason, the only way I can get it to download automatically from my financial institution, it shows up as a "Credit" account vs. a mortgage. Not a huge deal, but it means that the account shows up under "Banking" instead of "Property & Debt" and of course skews the reports for those categories. Why can't you manually change the "Account intent" after the account is created? If I look under that drop down, the only two options I have are "Credit" or "Liability". Neither are quite right for a mortgage account. Thanks in advance, maybe this should be an enhancement request for a future update? Happy 2021 all!