Moving Accounts from one "center" to another


B

Bruce

Hi,
Could anyone provide a method to move an account from one "Center" to
another; i.e. Property and Debt Center to Investing Center.
I can move accounts within the Center from one "Group" to another but can't
figure out how to move an account from "Center" to "Center".
Any help appreciated.
Bruce
 
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J

John Pollard

Bruce said:
Hi,
Could anyone provide a method to move an account from one "Center" to
another; i.e. Property and Debt Center to Investing Center.
I can move accounts within the Center from one "Group" to another but
can't figure out how to move an account from "Center" to "Center".
You do not say what version of Quicken you are using. Unless something has
changed since Q2002 deluxe for Windows, US, you can not "move an account
from Center to Center". This would entail modifying an account's "type"
which can not be done: different account types require different information
to be collected/stored and they are not interchangeable.

If you have created an account with the incorrect type, you need to create a
new account with the correct type, then delete the old account. In a few
cases, you may be able to export transactions from the old incorrect account
and import them into the new correct account; but I doubt you will be able
to do this if the old account was not an investment account and the new one
is.
 
B

Bruce

Thanks,
I'm using Quicken 2003.
I was afraid that was the answer.
Oh well. I can export the whole mess to Excel and sort the accounts there
when I want to see how each of the centers is doing.
Thanks again
 
M

Margaret Wilson

Q2004 allows you to change the center for certain accounts, but it limits
the centers to which you can change. That is, you can only change to a
center that would not effect a change in account type. For example, Quicken
will allow me to change my "Cash" account from the Cash Flow Center to
either the Property & Debt Center or the Investing Center. To do this in
Q2004, select "customize" at the bottom of the Quicken Home bar. Then
right-click the account you wish to change and select "Change Group."

I realize that you're using Q2003, but I thought I'd provide the above info
in case you're considering upgrading. :)

Regards,

Margaret
 
J

John Pollard

Margaret said:
Q2004 allows you to change the center for certain accounts, but it
limits the centers to which you can change. That is, you can only
change to a center that would not effect a change in account type.
For example, Quicken will allow me to change my "Cash" account from
the Cash Flow Center to either the Property & Debt Center or the
Investing Center. To do this in Q2004, select "customize" at the
bottom of the Quicken Home bar. Then right-click the account you
wish to change and select "Change Group."

I realize that you're using Q2003, but I thought I'd provide the
above info in case you're considering upgrading. :)
Thanks Margaret, I'm glad to know this too and I wasn't really considering
upgrading. :) Remembering that Intuit is planning to curtail the use of
export/import makes this capability all the more useful (or should I say
essential). And it sure points out how important terminology is and how
critical it is to know what version the questioner is using.
 
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D

djebens

Margaret said:
Q2004 allows you to change the center for certain accounts, but it limits
the centers to which you can change. That is, you can only change to a
center that would not effect a change in account type. For example, Quicken
will allow me to change my "Cash" account from the Cash Flow Center to
either the Property & Debt Center or the Investing Center. To do this in Q2004, select "customize" at the bottom of the Quicken Home bar. Then right-click the account you wish to change and select "Change Group."

I realize that you're using Q2003, but I thought I'd provide the above info in case you're considering upgrading. :)

Regards,

Margaret
IIRC that is also possible w/2003.
dj
 

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