How can I combine two credit card accounts?

sahlsmith
sahlsmith Quicken Mac 2017 Member
I have credit card transactions for the same card in two different Quicken accounts. One account contains transactions from OCT 2020 through DEC 2020, and the other contains transactions from JAN 2020 through SEP 2020.
I want to combine these two accounts into one. I read about accessing a merge accounts function under the TOOLS item in the main navigation menu, but that must have been relating to an older version because there is no TOOLS item on my main menu.
TYIA,
Scott

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Adding to what RickO wrote: go to the account you want to eliminate, click Command-A to Select All transactions. When they're all highlighted, click and drag on any of them over to the account you want them moved into in the left sidebar. When you release your mouse, all the transactions are moved to the other account. Click on the account in the left sidebar to verify that everything is there as expected.

    To delete the now-empty account, Control-click on it in the left sidebar, and the last option on the dropdown menu will be to delete the account.
    Quicken Mac Subscription • Quicken user since 1993
  • sahlsmith
    sahlsmith Quicken Mac 2017 Member
    Thank you! Your suggestion worked perfectly.
    --Scott
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