Changing "Account Type" and "Account location" - Reckon Personal Plus 2016

Les
Les Member Posts: 34 Reckoner Reckoner
edited October 12 in Personal Plus and Home & Business
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?

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager
    edited February 2017
    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)

    image

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Les
    Les Member Posts: 34 Reckoner Reckoner
    edited April 2020
    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?
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