Michael Merrigan's Avatar

Michael Merrigan

19 May, 2023 07:43 PM

How do I change account types such as changing an account from bank to credit card.Then, will it auaomatically move to the new folder?

Also, is thieir a way to reorder accounts in the different account types folders?

If there are knowledge base articles to read, please point them out.

Thanks, Mike

  1. 1 Posted by Stuart Beesley ... on 19 May, 2023 08:29 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox extension. Update mode. Accounts menu. Force change account type.

  2. 2 Posted by dtd on 19 May, 2023 10:11 PM

    dtd's Avatar

    just a user

    As to reordering accounts within an account type, it is basically alphabetical order, so you might rename the account like 1 - Account at top 2 - Next Account

    or maybe A B C order... or maybe *account name

    No, it's not optimal, but it does work. And you don't have to rename everything, just the ones you want to fit in somewhere different.

  3. 3 Posted by Michael Merriga... on 20 May, 2023 01:38 AM

    Michael Merrigan's Avatar

    Thank You

  4. 4 Posted by Michael Merriga... on 20 May, 2023 01:43 AM

    Michael Merrigan's Avatar

    You're right. It's not optimal. I tried it with a very small account. It did change the type, but did not transfer the transactions, just the opening balance. No big deal. It was just a small record.

    I am still very happy with the program. It should allow me to dump Quicken down the road. I'm tired of having to sign in every time I use it. It makes me wonder about one day not being able to access my data?

    I did, however, note later that a user found that if they disconnected from the internet prior to opening the program, it acted just fine and could be used like MS Money which I had to give up after they discontinued support for it.

    Thanks, Mike

  5. 5 Posted by dwg on 20 May, 2023 02:22 AM

    dwg's Avatar

    Using Toolbox to change the account type between bank and credit card is not expected to have any effect on the transactions in the account, so I cannot imagine what is happening there.

  6. 6 Posted by Stuart Beesley ... on 20 May, 2023 04:58 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If you force change the account type, the txns are not affected and should still be there.

    Try again
    If not visible, send help/console output
    Try restarting md

  7. 7 Posted by KT on 20 May, 2023 02:49 PM

    KT's Avatar

    Have you tried "Batch Change > Account", select transactions in your bank account and right click to select "Batch Change > Account".

  8. 8 Posted by Michael Merriga... on 20 May, 2023 03:16 PM

    Michael Merrigan's Avatar

    Thank you. I did come across that feature in a discussion forum that I think you referenced. It works really well.


  9. System closed this discussion on 19 Aug, 2023 03:20 PM.

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