Change Account Type in Quicken 2007

Posted by test on March 26, 2008, 7:15 am

Please log in for more thread options

I created a new account for a credit card. I entered the financial
institution that issued the card, Quicken logged into the institution
and set up the account based on whatever information the institution
gave it. However it set the account type to "Bank" instead of
"Credit". It won't let me change this setting. How do I change this
account to "Credit"?

Thank

Posted by apwilhelm on March 26, 2008, 9:32 am

Please log in for more thread options

test@test.com wrote:

> I created a new account for a credit card. I entered the financial

> institution that issued the card, Quicken logged into the institution

> and set up the account based on whatever information the institution

> gave it. However it set the account type to "Bank" instead of

> "Credit". It won't let me change this setting. How do I change this

> account to "Credit"?

> Thank

Delete the account; recreate the account, but don't connect it to the FI
just yet. Since you are not connecting to the FI, Quicken will ask you
what kind of account it is. Once it is created as a CC account, then
connect to the FI.

-T