Changing "Account Type" and "Account location" - Reckon Personal Plus 2016
Les
Member Posts: 34 ✭
I have just installed Reckon Personal Plus 2016 and imported from Quicken Personal 2002 and have to say it was very easy. I have some accounts with a Type 'Bank' and would like to know if I can change these to 'Savings'. Also can I add new 'Account Locations' or is Cashflow, Investment & Property the only options?
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Comments
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Hi Les,
Welcome to the Community!
Is the account type you want to call Savings, something other than a bank account?
In regard to Account Locations, you can change this to an option in the dropdown list found by editing the particular account (screenshot below)
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Rav, No the account is Bank but wanted to separate between Bank and Savings. I have seen that I can change the Account Location but how do I load a New Account Location or it it predetermined locations only?0
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