Conversion from one type account to another

Scalpel1
Scalpel1 Quicken Mac Subscription Member ✭✭
edited February 20 in Download, Add/Update Accounts (Mac)

Hello. Many years ago I set up a Money Mkt Fund as a Bank Account and now would like to convert it to what it really is, a Mutual Fund, in Quicken for Mac Classic Premier V8.4. Is that possible???? That particular account is not connected or being downloaded from Vanguard.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Scalpel1,

    Thank you for reaching out! Manual accounts do give you some leeway to change account type, but you're not able to change a banking account into an investment account.

    Screenshot 2026-02-20 at 5.10.14 PM.png

    That said, you may be able to backup your Quicken file, then create a new account with the correct type, and drag/drop the transactions into that new account.

    I hope this helps!

    Quicken Kristina

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  • Scalpel1
    Scalpel1 Quicken Mac Subscription Member ✭✭

    I did not think of that. Worth a try. I will let you know if it works!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Scalpel1,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

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