Move between Categories
I have incorrectly classified an account as Investment instead of Asset and have several transactions associated.
How can I move the account to its correct category without having to delete and repeat the underlying transactions ?
Thanks
Paul
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1 Posted by dwg on 31 Jul, 2025 02:12 PM
The Toolbox extension has the capability to change account type designations, note however that you could not change from an Investment to an asset account if there are security transactions, the Investment account should only contain XFR transactions.
2 Posted by paulrballard on 31 Jul, 2025 02:16 PM
From: dwg <[email blocked]>
Sent: jueves, 31 de julio de 2025 15:13
To: [email blocked]
Subject: Re: Move between Categories [Investments #9568]
Thanks for rapid input. Will try.
From: dwg
The Toolbox extension has the capability to change account type
designations, note however that you could not change from an Investment to
an asset account if there are security transactions, the Investment account
should only contain XFR transactions.
System closed this discussion on 30 Oct, 2025 02:20 PM.