How do I change tracking account to a budget account?
When I added my money market account I chose investment account as the type but I realized afterward I want to use it as a budget account. I've searched all the support documents but couldn't find this situation anywhere. Can you please help me sort this out? Thanks a lot. Janis
jenmas is absolutely correct!
Right now you can't change an account type - but you can create a new account and move over the history. Here's the step-by-step on how to do that:
1. Create a new account to replace the current one by clicking on Add Account > Enter Name & Type > Skip. Do this first! You'll have to give it a slightly different name. Enter a $0 starting balance for now.
2. Go to the original account, select all of the transactions, and move them to the new account using the Edit menu. *For credit card accounts, you may also want to copy over any notes or goals you had in the corresponding Credit Card payment category.
3. Refresh your browser.
4. Delete the original account.
5. Now, you can edit the name of the new account and/or set up Direct Import if you'd like.
That should do it for you!Reply
If I create a new budget account in order to change a tracking account to an on-budget account, and I move all of the past transactions, how does that affect past budgeting months? Sometimes I look back at past months within Budgets, so will my past budgets all change when I change my tracking account to an on budget account?Reply
I have this same issue right now, but like a dummy, I searched the forum after I made a budget account to replace a tracking account. I did it backwards from the way it was recommended - I closed and deleted the tracking account before moving each transaction to the new budget account, and now I have a giant uncategorized amount in the new budget account. Does anyone know a quick way to fix this?
This should teach me to always search the forum first!!Reply