how do i change an account type? when i down load the account it comes across as brokerage account

gnimoyw
gnimoyw Quicken Windows Other Member
edited March 2023 in Download, Add/Update Accounts (Windows)
but it is actually a checking account.

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Is it with a brokerage?  If so, there is no way to change it.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    A brokerage isn't a bank ... and thus can NOT legally offer a "checking" account.
    What they can offer is a Money Market Fund that ACTS like a checking account ... but there are subtle legal differences.
    Is this "checking account" actually the cash amount in your brokerage account?  If so, you can go into the Account Details for the brokerage and check "Show Cash in a checking account" which will cause Q to create a pseudo-account for the checking type transactions.

    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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