Trying to set up another Tracking Account

I want to set up a new Investment account ( Savings) as a tracking account, where I already have other investment/ non-budget accounts under Tracking. But I no longer see an option to delineate between a budget or tracking account. It came up as a budgeted account and I can't seem to move it. What am I missing?

10replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Forget the above Post about Tracking accounts. I found what I was looking for. Don't know how I missed it the first time.

    Reply Like
    • opticomm Glad you were able to find what you were looking for! If you come across any other questions, don't hesitate to ask! :)

      Reply Like
  • I have the same questions and haven't found what I'm looking for. Can anyone help me out?

    Reply Like
    • Turquoise Unicorn  whoa! Why is my name "turquoise unicorn" -- that is NOT a name I would have picked for myself. Are we just assigned names on the forum??? Yes, this is my first time in the forums.

      Reply Like
      • jenmas
      • jenmas
      • 2 mths ago
      • Reported - view

      Turquoise Unicorn yes you are randomly assigned a user name that is a color plus an object. You may change this in your account profile.

      Reply Like
      • jenmas
      • jenmas
      • 2 mths ago
      • Reported - view

      Turquoise Unicorn Savings accounts cannot be tracking accounts, they must be budget accounts. If you want to create a tracking account, select "Asset" as the type of account.

      Reply Like
    • jenmas  Thanks. I just saw the email they sent me explaining this. I just changed my info.

      Reply Like
    •    Okay, but how do I start an "asset" account then? I don't see a place to do that?

      Reply Like
      • jenmas
      • jenmas
      • 2 mths ago
      • Reported - view

      Budget-fan8 Left side of your screen. At the bottom of the list of accounts. Add an account.

      Reply Like
  • Okay, I figured it out. Thanks for your help  jenmas  -- I just added it as an unlinked account (chose asset account) and then went back and linked it. Maybe that's cheating the system, but it worked. 

    Reply Like
Like1 Follow
  • 1 Likes
  • 2 mths agoLast active
  • 10Replies
  • 173Views
  • 4 Following