3 questions
James W. Swift
I have moved my Quicken for mac over and trying the free trial
How can you change the type of account? 2 moved to investments and not savings when moved
How can you do a report like cellphone expense for the year?
Can you have the upcoming bill listed in the check register vs just on the calendar?
Overall this program looks better than Quicken for Mac I have Used for years.
James W
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1 Posted by -Kevin N. on Jan 18, 2018 @ 08:59 PM
Hi James,
You can't change the type of an account once it's created. That's the bad news.
The good news is that you can move the effected transactions from the wrong type of account to the correct type of account. Take a look at these articles related to Batch Change. If you need step-by-step instructions, let me know and I'll dig them up.
http://help.infinitekind.com/search?utf8=%E2%9C%93&q=Batch&...
Either of the Income & Expenses reports can generate the expenses related to the category that you assigned to cell phone use.
The Transactions Report and the Transactions Filter Reports offer another means.
Look to the use of Reminders for this. Use the 'Auto-Commit' option wherein you can select the number of days ahead of time that you want the transaction to appear in the register.
http://help.infinitekind.com/search?utf8=%E2%9C%93&q=Reminders&...
-Kevin N. (not a member of MD support)
2 Posted by James W Swift on Jan 20, 2018 @ 01:44 PM
It would be great if you could send me the step by step on Batch Changes.
James W.
3 Posted by -Kevin N. on Jan 20, 2018 @ 03:42 PM
Hi James,
You'll need to use 'Batch Change' to move the transactions (txns) from the old Account to the new Account.
Always make sure that you have a recent backup or copy of your data file before using 'Batch Change'. Batch Change is a powerful tool. If a mistake is made using Batch Change with multiple txns selected, things can get ugly in a hurry.
1) If necessary, create the new Account of the proper type.
Menu bar > Account > New Account...
Alternately, Menu bar > Tools > Accounts > New.
2) Once the new Account is created, from the Menu bar, go to Tools > Accounts.
In the resulting window, locate the old Account that you want to move the txns out of and right-click it (CTRL-click for Mac).
Choose 'Open in New Window'. Doing so will open the Account register in a new window.
3) Make sure that the 'ALL' filter is applied. The filters reside along the top of the register.
4) Select (highlight) any transaction (txn), then use key-combo CTRL-A.
All of the txns in the register should now be selected (highlighted).
5) Right click (CTRL-click for Mac) any one of the highlighted txns.
From the resulting context menu, choose 'Batch Change', then 'Account'.
From the 'Account' drop-down list, select the name of the new Account that you created in step 1.
This process will remove all txns from the old Account and move them to the new Account.
5) You can now close the New Window.
6) You can then delete the old Account. If you wish.
Again it's best to make sure that you have a backup or copy of your data file before attempting this process.
HTH -Kevin N.
System closed this discussion on Apr 21, 2018 @ 03:50 PM.