On Reckon Accounts Personal Plus 2022 I have entered accounts as "CASH" and gives the account name.

Russell_9202010
Russell_9202010 Member Posts: 5 Reckoner Reckoner
in Personal Plus and Home & Business

On Reckon Accounts Personal Plus 2022 I have entered a new account as CASH & next line below gives - options of: Delete Find Transfer Update Balance - but no RECONCILE

I use the Reconcile function but as it is not present I need a way to update this listing as "SAVING" where the RECONCILE function appears.

I would consider deleting this "CASH" account & re-entering as "SAVING" TYPE then would need to re-enter all the data again.

Is there a simpler solution?

The communities HELP would be appreciated

Thank-you

Russell๐Ÿ˜Ž

Best Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,576 Accredited Partner Accredited Partner
    Answer โœ“

    Do what you said just dont delete the old CASH account till you create the new savings cash and then just transfer the info out of the old cash to the new cash

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Russell_9202010
    Russell_9202010 Member Posts: 5 Reckoner Reckoner
    Answer โœ“

    Hi Gerry,

    Thanks for your reply, it confirms my thoughts!

    Cheers,

    Russell

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