Account grouping not working correctly
I have two cash accounts that I want to group with investments. I have the check-boxed checked to group with investments but the main asset/liability summary screen is grouping these accounts with bank cash instead of investments. This worked correctly before but this week started to behave inconsistently. For example, the total on the investment screen accurately reflects the total investment (including the cash accounts), but the details on that screen do not. The summary screen on the left also incorrectly groups the accounts with cash.
Comments
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@DGM885, thanks for reaching out!
I'm not sure that I'm following the issue — what checkbox are you referring to where the account would be grouped with investment accounts? To change an account type in Quicken Simplifi, you'd want to follow these steps:
- Hover over the panel on the left-hand side and select Settings.
- Select Accounts.
- Locate the Account you'd like to change the type for and click the three dots at the end of it.
- Select Edit account.
- Select the desired Type.
- Click Update when done.
The full details for this are available in our support article here. Please let us know how it goes!
-Coach Natalie
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