Change Account Type in Quicken 2007

Mar 26, 2008 1 Replies

I created a new account for a credit card. I entered the financial institution that issued the card, Quicken logged into the institution and set up the account based on whatever information the institution gave it. However it set the account type to "Bank" instead of "Credit". It won't let me change this setting. How do I change this account to "Credit"?



Thank


Delete the account; recreate the account, but don't connect it to the FI just yet. Since you are not connecting to the FI, Quicken will ask you what kind of account it is. Once it is created as a CC account, then connect to the FI.

-T

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