Frankx ✭✭✭✭✭

Hi Frank,

Just attempted your fix from this old post: https://community.quicken.com/discussion/7884830/change-account-type

Well, I didn't have as much luck.

When I reset the account my Roth IRA was only able to be assigned Checking or Savings, not Investing.... any ideas?

I have a screenshot but don't see any way to add that here.

Thanks 🤞!

That took care of it! Thank you. You, sir, are a steely-eyed missile man!

Hi Frankx, looks like you help a lot of people; tried using the chat but could only get the bot which was no help at all.
This is my issue: When I download my USAA bank transactions, in the checking account TRSF shows up on the check # column and, unless I delete that, I can't categorize my transaction. In the Savings account, it won't let me categorize the transaction at all. It shows both bank accounts and 'add a new account" on the category drop down menu.
Any ideas? [email protected]