Change Account Type

Brian175
Brian175 Member ✭✭✭
edited May 2021 in Download, Add/Update Accounts (Windows)
I have an account in $US that shows that it is classified as a "Credit Card" account yet I would like it to be "Other Liabilities". The Account Type is "Credit" and this does not seem to be editable. I have altered the account intent as "liability" but in reports it keeps showing up in credit cards. How can I fix without deleting account and starting all over? If I do delete can I transfer the account history?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Quicken has a very limited ability to change account types, and this one you can't do.

    So the way I would handle this is create the new account, and then move the transactions from the old account to the new one and delete the old account.
    FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken
  • Brian175
    Brian175 Member ✭✭✭
    Thank you. Created new accounts and transferred all transactions then deleted former transactions. Now properly classified in reports.
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