merging 2 of the same checking account with "start" different dates

firedudetl1

I recently started using Quicken after being "away" for a number of years - I tried to reconcile my checking account and it was off by $1k. when I looked at the first entry, it was a 2019 date and I have records from the bank back to 2018. I downloaded the 2018 to "start-up" 2019 date with the intent of "merging" it with the existing Quicken checking account, thereby giving me a single account with a 2018 start date. However, the 2018 file imported to Quicken as a separate new checking account and I can't find any way to "merge" it with the existing. When I imported it, the existing checking account didn't show up under "add"
any thought/help?
thanks

RickO

You can merge the accounts by dragging the transactions from one account to the name of the other account in the sidebar. You may want to use the Date filter to make sure you don't duplicate transactions. You can select transactions in the source account using menu Edit > Select All or standard Mac shift-click selection and drag/drop them all at once.

RickO

You can merge the accounts by dragging the transactions from one account to the name of the other account in the sidebar. You may want to use the Date filter to make sure you don't duplicate transactions. You can select transactions in the source account using menu Edit > Select All or standard Mac shift-click selection and drag/drop them all at once.

firedudetl1

just did the drag & drop part, so it seems like all the transactions are in the "main" checking account, now to see if it reconciles
thanks for the help

RickO

Glad that worked. You may have some cleanup to do if you find duplicates when you reconcile. Fingers crossed.