Convert a bank or cash account into the other type

You can convert a bank or cash account into the other type, transferring all prior transactions to it along with the account itself. This might be necessary in the following circumstances:

  • The account was miscategorized when first created prior to version 17.9.0. (All bank and cash accounts were handled under a single Cash Accounts tab in earlier versions. The only distinction was a checkbox to indicate the account was maintained by a financial institution.)
  • The account was mistakenly categorized in version 17.9.0 or a later version and has had transactions entered, so it cannot be deleted.

Convert an account

Go to the Bank and Cash Accounts tab. In the lower right corner of the screen, click Convert:

In the dropdown menu, select the account you want to convert, then click the Convert button:

Results of conversion

Manager will treat the converted account as though it had always been the new type. Transactions previously entered in the converted account will all be preserved.

Notes
When bank accounts are converted to cash accounts, pending transaction information is no longer displayed, because all cash account transactions, by definition, clear immediately. However, pending status information is not lost. If the account is converted from cash back to bank, the pending information will once again be shown.

Custom field content will not be carried over when converting accounts, even if both types of accounts have identically named custom fields.

Inactive accounts cannot be converted. If conversion is necessary, the account must be reactivated first, then converted. The converted account can subsequently be inactivated again.

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