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Changed manual asset to investment and now balance shows zero

trewbux

I had a manual account "Other Asset" that I re-categorized in the Account Settings to "Other Investment" because I think of it as an investment and I wanted it to be grouped in with my other investment accounts. But after making the switch the balance shows as zero, and all the manual balance adjustment transactions that I had created do not appear under Transactions. I tried to go back to the account settings to switch it back to "Other Asset" but it's not giving me that option. Any ideas??

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trewbux

Update: I can see all the historical manual transactions if I go to the Investments tab and then go to Transactions. But the button to download them as a .csv (which would then allow me to easily make a new manual account with the same data) is disabled.

trewbux

Update 2: I was able to find a fix (posting for others who find themselves in this situation). I closed the account, which then enabled me to download the transactions from the Investments tab. Then I created a new manual "Other Asset" account, changed the data in the .csv to match Simplifi's upload format (both for transactions and balance history) and then uploaded it to the fresh new account. Now it all appears as it was before I changed the account type.