How to change account type

Oct 17, 2006 1 Replies

I am using quicken 2006 premier and I converted from msmoney but my credit card accounts were created as bank accounts, how can I change them to credit card accounts? If I edit account details I can see that the accounts were created as bank accounts but there does not seem to be a way to change the account type. Or should I even be concerned about having the credit card accounts being set up as bank accounts?



Sam



I'm not sure of all the ramifications, but you might not be able to download to them if they are not Quicken credit card accounts.

There is no way to change the type of a Quicken account (with one or two, non-pertinent exceptions). But you can create new accounts of the correct type, select all the transactions in the old account, then cut/paste them into the appropriate new account.

If your transactions are Reconciled, you may find it easier to do a "copy" then paste.

When finished with the old account(s), delete them.

(Make a backup before you start anything.)

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