Merging two credit card accounts..?
ashort
Quicken Mac Subscription Member ✭✭
I recently lost a credit card and had to have it replaced. When I got the new card it had a different number and somehow I ended up setting up the download preferences in a way that instead of it being connected to the old card, It's a new account. I've only had it for about 2 months (and there are some duplicate transactions as far as I can tell) but I want to have only one account.... with all my information from the past few years etc in one account.
Is there a way to do this?
Thanks,
Alan.
Is there a way to do this?
Thanks,
Alan.
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Best Answer
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You can select all the transactions from your old account (click the first transaction, scroll to the bottom, Shift-click the last transaction to select them all); then drag them to the new account in the left sidebar. Now all the transactions will be under the new account, and you can do any editing you need to eliminate any duplicates. You can then delete the old account.
(Make a copy of your data file before you do this, just in case anything gets messed up and you want to go back.)Quicken Mac Subscription • Quicken user since 19936
Answers
-
You can select all the transactions from your old account (click the first transaction, scroll to the bottom, Shift-click the last transaction to select them all); then drag them to the new account in the left sidebar. Now all the transactions will be under the new account, and you can do any editing you need to eliminate any duplicates. You can then delete the old account.
(Make a copy of your data file before you do this, just in case anything gets messed up and you want to go back.)Quicken Mac Subscription • Quicken user since 19936
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