account grouping
Kim
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 Jul 14, 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 Jul 15, 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
System closed this discussion on Oct 14, 2024 @ 08:30 PM.