account types

Brian Lawrence's Avatar

Brian Lawrence

21 Sep, 2019 01:40 AM

I opened my cash accounts as asset accounts. But now I think they would fit better as bank accounts. Can I switch them?

  1. 1 Posted by dwg on 21 Sep, 2019 02:38 AM

    dwg's Avatar

    I'm a fellow user.

    You cannot change the type of account after it is created.

    What you can do is create a new account of the type you want then use batch change to move the transactions to this new account, after which you can delete the old account.

  2. Support Staff 2 Posted by Maddy on 26 Sep, 2019 04:20 PM

    Maddy's Avatar

    Hi Brian,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and it appears you’ve been given all the information you need.

    However, don’t hesitate to get back in touch if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  3. System closed this discussion on 26 Dec, 2019 04:20 PM.

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