Changing an account from "banking" to "credit card"

David's Avatar


02 Jun, 2018 03:26 PM

After an account is created, that account can't be changed from "banking" to "credit card."

Will the latest Moneydance upgrade allow me to covert accounts from "banking" to "credit card," and vice versa?


  1. Support Staff 1 Posted by Ethan on 02 Jun, 2018 04:18 PM

    Ethan's Avatar


    No, I'm afraid that there is no way to change the type of account once it has been set up.

    One thing you could try is creating the account as the correct type, then go to the incorrect account, select all the transactions in the register, right-click on the selection, go to Batch Change -> Account, and choose the new account. You can then delete the old account.

    I'd strongly recommend making a backup of your data file before using the Batch Change function in this way, since it's very hard to undo changes if a mistake is made with this number of transactions.

    Moneydance Support

  2. System closed this discussion on 01 Sep, 2018 04:20 PM.

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