How can I combine Account History of 2 accounts - due to merger of credit union.

BaileysMom

So my credit union recently merged with another credit union. Both have quicken downloads. BUT.... When I tried to set up my accounts in Quicken to link to the new credit union, it would only recognize one or 2 of them.

So then I set up new accounts in Quicken and most of these will automatically update. The problem is that I want to carry over all of my old history that I have in Quicken to the new Quicken accounts. How do I do that? Can I do that?

I have transfers between accounts (in my history) so I am also concerned about it royally messing up my accounts as I have had that experience in the past.

I regularly back up my quicken file so I "should" be able to restore if there is a problem, but that too, I have had issues with in the past.

HELP PLEASE!

Frankx

Hi @BaileysMom,

When you tried to "set up my accounts in Quicken to link to the new credit union", what steps did you take?  It sounds like you created new accounts - is that correct?

In theory, if you had deactivated online services for all the old affected accounts in Quicken, then made changes to the account information (in the "General" tab of "Account Details") such as "account number", "routing number"/ financial institution, & "customer ID" for each account, and then reactivated each one for online services with the "new credit union, you should have been able to keep the account history and moved forward with downloading from the new credit union.  This is the answer to your question - "How do I do that?"

But its not too late - you can restore the old quicken file from a recent backup (after saving your current quicken QDF file under a new name) and then start fresh by going through the steps I've outlined above.

Frankx

Tom Young

I must admit that I'm not following precisely what you're saying in your first two paragraphs.

If the merger created what amounts to a "new" account at a "new" financial institution (FI) then it seems like one approach here is to establish a new Account in Quicken, linked to the new account and new FI.  If the initial download pulls lots of transactions from the "old" account - I guess this could and sometimes does happen - then you delete those transactions in the new Quicken Account and thereafter all downloads should pertain to what really are new, "going forward" transactions.

You haven't lost any history, and the old transactions really did happen in an Account that's different than your new Account.  If you want to, in effect, combine the two accounts for some reason you run an appropriate report that pulls from the two Accounts.

Maybe I'm missing something here?

Frankx

Hi @BaileysMom,

When you tried to "set up my accounts in Quicken to link to the new credit union", what steps did you take?  It sounds like you created new accounts - is that correct?

In theory, if you had deactivated online services for all the old affected accounts in Quicken, then made changes to the account information (in the "General" tab of "Account Details") such as "account number", "routing number"/ financial institution, & "customer ID" for each account, and then reactivated each one for online services with the "new credit union, you should have been able to keep the account history and moved forward with downloading from the new credit union.  This is the answer to your question - "How do I do that?"

But its not too late - you can restore the old quicken file from a recent backup (after saving your current quicken QDF file under a new name) and then start fresh by going through the steps I've outlined above.

Frankx

splasher

See this FAQ: FAQ - Moving Transactions

BaileysMom

Frankx I will try this next weekend. Had hoped to try this weekend but was not able to.

BaileysMom

Just wanted you to know, I followed Franx response and it worked! Thanks so much!

Frankx

Hi @BaileysMom,

Glad to hear it worked.  Stay safe!

Frankx