Secondly, when I reconcile accounts, the starting account balance is a massive number that looks like the $ total of every single imported transactions in the account even though when imported most transactions show with a green indicator as if they are reconciled. ![]() ![]() So, when I move the transactions, how do I change all the other transactions in all my other accounts to reflect the new account name? Also, originally when I created my file from a QIF from Quicken MD created missing transfers (because other account not there) automatically, so this piece of functionality happens when importing new file not on Batch Copy. The recommendation appears to be use a Batch Copy to move all txns to a new account, however, it clearly states that the transfers will not be modified. I have read the KB thoroughly so looking for these specific answers.Ĭhanging account type. I am still assessing though how it handled creating account transfers and deciding for $ totals when is reconciled, cleared, etc. I am finished with my trial and trying to decide if I want to purchase MD.
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