how to change account class

dmcneilly's Avatar


27 Apr, 2016 08:40 PM

lots of my imports have been classified as 'bank' when in reality they are 'assets'. cannot find how to change an asset.

  1. Support Staff 1 Posted by Jenny on 28 Apr, 2016 09:42 AM

    Jenny's Avatar


    Once an account has been created, the account type cannot be changed. I'd suggest creating an Asset account within Account --> New Account. You can then highlight the relevant transactions you'd like to move, and right click, select Batch Change --> Account, and select the Asset account. This will move the transactions to the designated account without creating a transaction or transfer.

    Infinite Kind Support

  2. 2 Posted by dmcneilly on 28 Apr, 2016 02:30 PM

    dmcneilly's Avatar

    Hi Jenny,
    Thank you. This will work.

  3. System closed this discussion on 30 Jul, 2016 03:52 AM.

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