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merge 2 accounts

2 accounts, "my bank" and "checking" are the same account but over different time periods. how can I merge to have just one account without data loss?

Best Answers

  • RickORickO SuperUser, Mac Beta Beta
    Accepted Answer
    1. Click the copy of the account you wish to remove in the sidebar
    2. Click on any transaction in that account
    3. Select all transactions (menu Edit > Select All, or Command-A)
    4. Drag and drop all these transactions to the other account in the sidebar
    5. The first account will now be empty and you can delete it. The 2nd account will now have all the transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • old billold bill Member
    Accepted Answer
    RickO, again, you "saved my bacon" - it worked fine!!
    :D Thank you from an old man

Answers

  • RickORickO SuperUser, Mac Beta Beta
    Accepted Answer
    1. Click the copy of the account you wish to remove in the sidebar
    2. Click on any transaction in that account
    3. Select all transactions (menu Edit > Select All, or Command-A)
    4. Drag and drop all these transactions to the other account in the sidebar
    5. The first account will now be empty and you can delete it. The 2nd account will now have all the transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • old billold bill Member
    Accepted Answer
    RickO, again, you "saved my bacon" - it worked fine!!
    :D Thank you from an old man
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