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how do I edit an account type?

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ebbrick

Apr 25, 2015 @ 06:42 PM

I've finally imported my accounts from quicken pc to moneydance for Mac. It uploaded an investment account as a bank account. going to edit account does not seem to let me change account type. Please advise.
thanks.

  1. 1 Posted by Ben Spencer on Jun 21, 2015 @ 07:44 PM

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    I am afraid it is not possible to change the type of an account. It sounds like the type of the account was set incorrectly in the QIF file. In such a case it would be necessary to create the account with the desired type in Moneydance before importing the QIF file.

    Ben Spencer
    Infinite Kind Support

  2. System closed this discussion on Mar 19, 2016 @ 04:57 AM.

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