How do I move an account from one group to another?

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Accounts are grouped by primary use (for example, spending accounts are for paying ongoing personal and household expenses while brokerage accounts are for tracking investments).

Within certain limitations, it is possible to move an account from one group to another to customize the way Quicken displays your finances. For example, if you think of your credit card as a liability, you can move it out of the Banking group and into the Property & Debt group.

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the account you want to move.
  3. Click the Display Options tab.
  4. Change the Account Intent options, as necessary, to move the account from one group to another (for example, from Spending to Savings).
  5. Click OK.

Notes

You can't move a linked checking account into the Investing tab. Although a linked checking account visually appears in the Banking area, its cash balance is automatically included in the associated investment account total.

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