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jesus1995's avatar
jesus1995
Copper Contributor
May 03, 2021

Changing account type in Money in Excel

Hello, I recently added my bank account to Money in Excel and the account connected as investments instead of cash account. I attempted to change the account type however the option is greyed out. I need help switching the account. Any help helps. 

1 Reply

  • ImpetuousPurr's avatar
    ImpetuousPurr
    Copper Contributor

    jesus1995 I just encountered a similar problem. I linked Money in Excel to my retirement account and it set the Account Type to 'Cash' instead of 'Investments'. My 'Cash' total is now grossly overstated and my 'Investments' total is grossly understated. I went in to edit it and the option to change the Account Type is grayed out. I wonder why it's even there as an option if it is just going to be grayed out.