I am using Personal Plus 2019. I want to change the bank account linked to my investment portfolio.

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I have 2 bank accounts in my Personal Plus. I want to change the link to my investments from one account to the other but keep both accounts open. Can anyone tell me how to do this please?
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Sue Dean

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Posted 1 year ago

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Diver Dave

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It's not that easy unfortunately, Sue, but I have been through it myself.  As far as I know you can't change the linked account, and whatever you do, don't un-check the Show Cash in a Chequing Account as Reckon will transfer EVERY transaction from the linked account to the Investment account.

The work around I have used is to swap the descriptions of the 2 accounts.  If the linked account is currently Account A and you want to switch it to Account B, then you need to change account A's details to that of Account B and then rename Account B as, say, Old Account A.

You may need to make an entry to adjust the balances of each account in Reckon to line up with your bank statements.

Hope that helps.