Move account completely to a second account

Question

I have 3 accounts that are being transferred into another existing account - consolidation of all information. How do I do this in QFM?

John_in_NC · Accepted Answer

You haven't really indicated what is happening in the real world. What is happening there might give you a better idea of how to proceed.

@RickO's suggestion will move all the transactions together for cash accounts. That was my initial thought, but I don't know if you want to do that. Your running balance will now be mucked up. So proceed with caution.

If cash accounts, it might be better to create a new account representing the consolidated one, and create transfer cash balance transactions to move the current balance over from older to that. (You certainly wouldn't want your older transactions in that account.) That way, your old accounts/balances are correct. And new transactions will be in that moving forward.

If investment accounts, there is the Transfer feature for securities that you can use to move them to the new account. If this is the case, please advise.