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.
@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.