account grouping
Can accounts be grouped by type? i.e. can investment accounts be grouped (separated) from non-investment accounts? It appears that all my accounts in Quicken got exported/imported at "bank" accounts so that my Franklin investment account falls in between my Education and Household Maintenance account. I'd like to be able to separate the types of accounts. Any ideas?
Thanks,
Kim
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1 Posted by Stuart Beesley ... on 14 Jul, 2024 10:32 PM
The toolbox extension can edit the account type. But only do this to make the account type correct.
2 Posted by Kim on 15 Jul, 2024 08:25 PM
Thank you Stuart, it worked well. Can't figure out how to "close" this discussion, my "Close the Discussion" box isn't enabled -- maybe after I send this. Thanks again, Kim