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Can I Change the "type" of an Account

 When I imported my data from Quicken into MoneyDance  it misclassified some of the accounts.  For example, I have a CD in an IRA that should be under Investments, but MoneyDance has classified it as Type Bank.  I cannot find any way to change the Type from Bank to Investment. How is that done?

Vic Roberts

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Hi Vic,

We are sorry to hear about the problem you have encountered.

Although you cannot change the account type, you can 'move' the transactions to the correct account.

Open Moneydance, and choose Account --> New Account. Create the Investment account you want to move the transactions to.

Then navigate to the Bank account. Make sure the 'All' filter is enabled at the top of the account register. Highlight any transaction within the account, then press the keys 'Ctrl' and 'A'. This will highlight all transactions within the account.

Then 'right click' (or press Ctrl and click). This will reveal the context menu. Choose Batch Change --> Account. Then select the new Investment account.

This will move all transactions from the Bank account to the Investment account. The bank account can then be deleted if it's no longer required.

Finally, you may want to read through these articles of the Knowledge base to ensure you have followed the correct steps when importing the qif file from Quicken and the Possible Problems After QIF Import

I hope this information is helpful. Please let us know if you have further questions or need more assistance.


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