how do I edit an account type?

's Avatar


25 Apr, 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.

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

    Ben Spencer's Avatar

    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 19 Mar, 2016 04:57 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

24 May, 2024 08:18 PM
24 May, 2024 08:00 PM
24 May, 2024 07:44 PM
24 May, 2024 07:05 PM
24 May, 2024 06:20 PM